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 […]
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!

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 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 […]
Buying A Business – Part One

Over the last few years I have had the pleasure of going through two different searches to find and purchase a business. I’m not sure which was more exciting to me – the hunt or closing on the deal. I learned a lot from both searches and wanted to share my experiences, in case you […]
Management Reports – Drowning In Data?

One of the recent new buzzwords is “Big Data” and as technology progresses, all forms of data will continue to play a bigger and bigger role in our lives, especially in business. While the ability to access data and use it to make informed decisions is exciting, it is also challenging. It is getting easier […]
What Do You See?

During my career I have had opportunities to work in many different locations all over the country. Each location had a completely different view. If I was in a retail location, the view was generally of a busy street with passing cars and pedestrian traffic. A hotel meeting or conference usually did not have a […]
Are We Excited Yet?

It’s been 10 days since I left my my “cushy” corporate job that I have spent over 22 years as an operations executive to start a consulting business from scratch. I have spent almost half of my life and most of my professional life with the same organization. I started with QC Holdings, Inc. when […]