Why I Became a CEPA® – Certified Exit Planning Advisor

Business Owner fork in the road

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 […]

Pause and Refocus

Pause and refocus

I clearly remember back in 2014 when I started my new journey to become a business coach and consultant I was excited, nervous, and a little unsure about the best way to start. I jumped in and then stopped. What happened? I had the opportunity to acquire a company and it made too much sense […]

Half Empty or Half Full? Who Cares!

Half Empty or Half Full

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 […]

Buying A Business – Part Three

Buying a business

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

Buying a business

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 […]

Goal Status Check – How Are We Doing?

SMART Goal Check

What is SMART? It’s already March 2025, which is the perfect time to evaluate the goals you set for the year.  Earlier we talked about the importance of using SMART to make our goals.  (See Be SMART)  Below is a brief overview of what SMART means in relation to goal setting. Specific – you need […]