BLOG | NEXT CHAPTER
If you've been telling yourself you'll think about your exit and next chapter "someday," it’s important to start now. Some of my best conversations are with owners who walk in saying, "I'm not there yet." That's exactly the right time. Learn why.
Read PostBLOG | CUSTOMER
What if your customers aren’t buying what you think you’re selling? Discover the “job” your customers are really hiring your product or service to do—and how understanding that job can change the way you serve them.
Read PostBLOG | LEGACY / COMMUNITY
Planning for the unexpected isn't pessimism. It's one of the most generous things you can do for the people who depend on you, at home and at work. It needs to happen today...
Read PostBLOG | PEOPLE / TALENT
People will not stay forever. But the way they leave – and the way we help them leave – can strengthen trust, preserve relationships, and prepare the organization for what comes next.
Read PostBLOG | OWNER FINANCIAL GAP
Financial crises in family businesses rarely appear overnight—they develop quietly when expectations about retirement, ownership transitions, and liquidity outpace realistic financial planning. By identifying potential financial gaps early and aligning family needs with the business’s actual cash capacity, owners can avoid rushed decisions and protect both the company and family relationships.
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BLOG | TRANSITION / SUCCESSION
Many owners believe they’re doing what’s best by staying at the center of decision-making, but this approach often creates instability and risk. Delaying family business succession planning can have serious consequences – not only for the business, but for the family relationships and legacy, too.
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BLOG | OWNER FINANCIAL GAP
Family business owners are passionate about what they do. They’re working to carry on a business that family built – by their parents, grandparents, sometimes even great-grandparents and beyond. These owners are so busy providing for their employees, communities, and the next generation that they often ignore their own financial future. Boiling it down to its true essence, business is a means to building wealth. And what are we supposed to do with that wealth?
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BLOG | LEADERSHIP
At the age of 20, I was a college drop out. I had changed majors 4 times. I had no path. Unhappily, I left Penn State...
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BLOG | EXECUTION
In case you haven’t heard, building and growing a business is quite complex. It requires people, all of which have different perspectives, personalities...
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BLOG | FAMILY DYNAMICS / GOVERNANCE
Why did I leave a comfortable position in higher education to help family businesses grow, thrive, and create legacies? Here’s a little look behind the curtain.
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BLOG | PROFIT
Here’s a concept that might seem controversial to some. Cash is not about finance. Or accounting for that matter. Cash for a business is like oxygen to a human. Without oxygen...
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BLOG | UNCATEGORIZED
In the last twelve months, I have seen it all in the faces of my clients, my colleagues, and my team. I have felt it with my family, within myself, and my thoughts. While each group faced its unique challenges, there was a common need woven throughout it all for everyone this year. And that is my one word to sum up 2021 – belongingness.
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