Why I Became a CEPA® – Certified Exit Planning Advisor
As a Fractional EOS® Integrator, my role has always been about bringing clarity, structure, and accountability for leadership teams. I help companies operate at their best, ensuring that they scale sustainably and that their leadership teams are aligned and executing at a high level. But over time, I noticed a pattern. Many business owners I […]
The Advantage of a Trusted Provider Network
Finding the right professional service providers—whether for operations, financial, HR, marketing, or sales support—can be a daunting task. The stakes are high, and the wrong choice can lead to wasted time, money, and momentum. This is why connecting with a professional consultant who has access to a deep bench of vetted experts can be a […]
The Struggle
As we live through our new reality brought onto us by the COVID-19 virus, we are finding ourselves wearing new hats and dealing with unprecedented challenges. Many of us are now working from home in hastily created “offices” that also function as video studios for our countless video conferences. We’re also helping our children deal […]
Innovation – Myths that are preventing your organization’s success
The practice and discipline of innovation is critical to the sustained success of any organization. In 2013, PwC’s report Unleashing the power of innovation surveyed executives from around the world and 64% said that innovation and operational effectiveness were equally important to the success of any company. Yet, there are many companies that don’t initiate […]
Want better customer service? Be a better customer.
A few weeks ago I received a disconnect notice from my internet service provider for my business. We had an issue with a payment being applied to the wrong account (my fault) a few months before and, for some reason, they could not get it resolved. Because of this, my account goes into a delinquent […]
Don’t Let the Unknown Stop Your Strategy
Over the past few months I’ve had the opportunity to talk with a wide variety of participants in the financial services industry. Most of the time the conversations would touch on the impending publication of a regulatory agency’s proposed rules for the small dollar credit industry. We would talk about what the rules might look […]
Half Empty or Half Full? Who Cares!
I constantly see the sayings “Is your cup half empty” or “Is your cup half full”. There are many variations to these, all with the purpose of determining whether you are optimistic or pessimistic. While I think that, as a leader, it is important to know how you naturally perceive things, it is just as […]
Leadership – Is Magic Your Strategy?
I saw this cartoon and chuckled to myself. I instantly thought of multiple situations where this brand of leadership occurred. A group of leaders sitting around their conference table trying to fix a difficult situation or turn the company around without any solid solutions on how to fix it. I often wondered if anyone actually […]
Buying A Business – Part Three
In my prior posts about buying a business I went over the major steps leading up to closing a deal. There is a lot of hard work and many moving parts to manage in the buying process. You may encounter unexpected hurdles, last-minute surprises, and possibly a couple of sleepless nights while you approach the […]
Buying A Business – Part Two
In Buying A Business – Part One, I gave an overview on identifying the type of business you want to buy, searching for available businesses, and then a not-so-subtle tip that it will take time and hard work to actually close on the business you are pursuing. There are a few more areas in the process […]