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Valuable business planning insights you can apply immediately in work and life!


Feeling the Weight of Every Decision? Strategic Planning for Business Owners Ready to Scale
Many business owners feel the weight of every decision because growth has outpaced structure and leadership capacity. Strategic planning creates space by organizing priorities, aligning teams, and shifting ownership beyond the owner. When done well, it turns pressure into clarity and momentum.
Jan 215 min read


Before the New Year Rush: Give Yourself the Gift of an Exit Plan
End of year reflection is the ideal moment for business owners to start exit planning. Learn how early valuation, leadership readiness, and long-term strategy create a more profitable, transferable business and a confident, intentional exit.
Dec 10, 20254 min read


Taking My Own Advice: What I Learned About Leadership in the Alps
As a business owner, I spend a lot of time helping other leaders step back and see the bigger picture. I encourage them to take time away, to empower their teams, and to build organizations that don’t depend on them every single day.
It’s great advice. But as I was reminded recently, sometimes the hardest part is taking your own.
Nov 18, 20254 min read


You Trust Your Business Partners… But Are Your Business Partnership Agreements Protecting You?
Even strong partnerships can unravel. Discover the key business agreements that protect your company, your ownership, and your relationships.
Oct 15, 20254 min read


The High Cost of Burnout: Why Business Owners Can't Afford to Ignore It
Business owner burnout hurts profits and exit plans. Discover strategies to reduce stress, boost value creation, and prepare for a successful exit.
Aug 25, 20254 min read


“Build the New”: Strategic Exit Planning for the Next Reality in Business
Learn how to stop fighting fires and start building a business that thrives without you. Exit planning starts with a strategic vision.
Jul 15, 20254 min read


What's Your Exit Plan? Why Waiting Could Cost You Big
Exit planning can't wait. Discover the risks of delaying and how smart planning can protect your business, wealth, and retirement goals.
Jun 3, 20254 min read


The Exit Planning Gap: Why Most Businesses Fail to Sell - and How You Can Beat the Odds
Many owners assume that when they’re ready to exit, a buyer will be there. But selling a business is not like selling real estate, it requires years of preparation. When only 20-30% of businesses that go to market successfully sell - how will you beats the odds?
May 6, 20253 min read


I'm Too Busy Working in My Business! (to work on strategy, plan for my exit, be with my family...)
If you're too busy working in your business, you're not leading it. Build a business that runs effectively without being dependent on you.
Mar 5, 20253 min read


Embrace the ‘Year-End Calendar Effect’ to Align Your Goals and Plan for Success
Now is the ideal time to align your goals, prepare for the future, and ensure your efforts today build the future legacy you envision.
Jan 23, 20254 min read


Pause, Reflect, and Redefine: Planning for Your Next Chapter
Transform your 2024 reflections into a strategic plan that sets you up to achieve your value creation and business exit strategy goals.
Dec 17, 20244 min read


Enjoy the Journey! Successful Exit Planning Begins While You’re Still Working
Discover how to build value in your business, enjoy the present, and prepare for a successful exit on your own terms.
Nov 12, 20244 min read


The Power of Mentors, Boards, and Peer Groups: Shaping Business Success
Don't go it alone! Drive business growth, personal and professional success through mentorship, boards, and peer groups.
Oct 23, 20245 min read


Say ‘I Do’ to Smart Investments: Your Business Exit Strategy Deserves More Than a Wedding
Preparing for your business exit is an investment that will require time and effort – and where the ultimate ROI is securing your future.
Sep 17, 20244 min read


The Power of Transparency in Business: Building Trust and Driving Success
Transparency isn't just a business strategy—it's a commitment to integrity that sets your company apart.
Aug 16, 20244 min read


Boost Your Business Value: Master Financial Statements Before You Sell!
Focus on your company's financials today to increase business value now and impress potential buyers when you're ready to exit.
Jul 23, 20244 min read


Securing the Legacy: Mastering Family Business Transitions with Advanced Planning
Family business transitions are complex, but the rewards of preserving a family legacy and achieving long-term success are worth the effort.
Jun 26, 20244 min read


Unlock Your Business’s Value: The Power of Strategic Exit Planning
Focus on building value and incorporate exit planning into your daily life as a business owner - it's just good business strategy!
May 23, 20244 min read


The Unseen Wisdom: Lessons Only Age Can Teach
Some truths are only revealed with the passage of time, shaping our perspectives, transforming our priorities, and enriching our lives.
Feb 22, 20243 min read


Write Your Story: Take Action to Achieve Your Dreams
As we all get lost in the “activity,” do not lose sight of the actions that you take towards a greater vision.
Jan 23, 20243 min read
Are you ready to take the first step in building a value-focused, transferable business?
Schedule your free initial consultation today!
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