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 […]

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 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 […]

Power Of The Group

I have been a member of a peer group for over seven years and I can say that making the decision to join was one of the best decisions I have ever made. The benefits I have received from the groups I have belonged to have been instrumental in my personal growth and success. I […]

Business Mobility – How Do I Start?

Recently I noticed, while talking strategy with business owners, most are trying to figure out what they need to do to prepare for the future. These conversations can generally be divided into three groups. The first group of owners know they need to do something to make their business better, but don’t know what their […]