Resources

  • Selling Your Business? Here are 4 Steps to Create a Roadmap to Success.
    Every business owner has a big dream for their company and wants to make it happen. But, when it comes to retiring one day and driving off into the sunset, most business owners don’t know where to start or what to do. They’ve been so busy working in the business, they haven’t stopped to take…
  • Are Your Business Financials In Order for Exit?
    Every business owner dreams of selling their business one day for a lot of money then retiring with a home on the beach or traveling the world. However, when it comes to actually selling the business, many business owners don’t follow a unified strategy, leaving them confused and frustrated because they realize running a business…
  • Building Transferrable Value
    Every business owner dreams of a big pay day when they sell their business and go off on around the world trip. However, many owners don’t follow a unified strategy of how to go about selling their business, leaving them confused and frustrated because they don’t know where to start.  The top 2 characteristics of a quality…
  • The Business Owner’s Guide to Achieving Financial Freedom
    Every business owner has a big dream to sell their business one day and see it continue on successfully. But, when that day comes, we realize that we know how to run a business, but we don’t know how to exit a business. This thought leaves us frustrated, confused, and sometimes overwhelmed. Exiting a business…
  • Do You Know What Metrics You Should Be Tracking?
    Coming up on mid-year, you might be reflecting on the first half and are either looking to course correct or finish strong. What are you going to start doing, stop doing, and keep doing?   One of the ways to determine this is to look at the key metrics of your business and see if you’re…
  • Your Most Googled Financial Questions Answered: Taxes, Credits, & Deductions
    Wrapping up our series on your most googled financial questions, we saved a big one for last: taxes. A word that strikes fear in the hearts and minds of many business owners. But, it doesn’t have to.  Every business owner has a big dream for their business and wants to make it happen. However, many…
  • Your Most Googled Financial Questions Answered: Should I Rent or Own My Company Building?
    As a business owner, have you ever thought about whether you should own or rent your company building? It’s likely you have since it’s one of the top most-Googled financial questions in the U.S.  Every business has a big dream for their business and wants to make it happen. But, along the way many business…
  • Your Most Googled Financial Questions Answered: Insurance & Estate Planning
    These days, when we don’t know the answer to a question, we often quickly turn to the internet. When someone raises a question in a group, it’s not uncommon to hear, “Let’s Google it.” We’re launching a series of your most-Googled financial questions, answered. Up first: insurance and estate planning. Most people are familiar with…
  • Why Accountability is Vital to Your Company and How to Implement It
    One of the topics I talk about most with business owners is accountability. Each situation is different, but rarely do I have a client that doesn’t struggle with accountability at some point over the course of owning their business. One client right now has run a very successful company for over 48 years. But when…