4 Signs It’s Time to Find a New CPA
How do you know when you need to make a change with your CPA? In this article, I break down the four signs that it’s time to make a change and how to find a…
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Cracking the Code: What Makes Your Business More Valuable to Buyers
For many business owners, the process of getting a business valuation feels like a black box. You give your valuation expert your financials and out pops a number, right? How do you know what goes…
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Reel in Freedom: Leveraging Entrepreneurship to Create Time for What Matters Most
I went fishing with my father today, a Friday. He is in his late 60s and I hope I have the chance to do that dozens if not hundreds of times in the decades to…
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How to Choose the Right Financial Advisors for Every Mile of Your Wealth Journey
“On the Mississippi River in Mark Twain’s time, there were riverboat pilots who only knew a few miles of the river. I mean, conditions changed so much, you couldn’t know the whole trip. Floods, sandbars,…
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Exit Alignment: Ensuring a Smooth Business Sale with Multiple Partners
Exit planning presents a unique challenge for entrepreneurs who have one or more partners. We each have unique needs for cashflow, capital and the role we want after the business sells. The goal of successful…
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How to Build Multiple Thriving Businesses
The things we regret are those that are left untried. How often have you thought about that business that is just screaming to be built? How often have you written it off because you just…
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A Guide for Entrepreneurs on Balancing Needs and Risks
The job of growing your wealth as an entrepreneur is being able to meet both the logistical and emotional needs that you have. Entrepreneurs have more complex logistical needs than non business owners. Everyone is…
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Retirement Can Start at Any Time
As an entrepreneur, retirement can start at any time. Retirement does not mean that we should stop working, sit on the couch and do nothing. Retirement is when we prioritize our time beyond generating more…
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Try This Exercise: The Four Spend Segments
Thousands of years ago, your ancestor sat down on an overturned log while the sun set on an increasingly chilly fall day. The day had been spent gathering nuts and storing them in a woven…
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Vision & Values Exercise
Many people sleepwalk through their lives, never actually making the big decisions. We have an opportunity to set a clear vision and pursue it. “If one does not know to which port one is sailing,…
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