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Book launch!
After nearly two years of deep conversations, extensive data gathering, and countless meetings with business owners across industries, I'm thrilled to announce the publishing of The Business Succession Playbook. You have built a remarkable business? Start building your transition strategy today. Every year, thousands of business owners reach
The Client Risk Assessment Every Business Advisor Should Be Using (But Isn't)
As a professional advisor to business owners, you've likely seen the pattern: successful clients who've built businesses that completely depend on them, creating significant risks for both operations and your advisory relationship. Most succession crises are predictable 18-24 months in advance.
The 10-Minute Test That Reveals What Your Business Success Is Actually Costing You
You built your business to create freedom. So why can't you take a real vacation without your phone ringing? After analyzing hundreds of business exits, I've discovered the uncomfortable truth: most successful owners accidentally trap themselves with their own competence.