When Life Happens: Protecting Your Business, your Value and Your Legacy

When unexpected life events happen, your business doesn’t pause. The question is: will your company, your people, and your legacy be protected? In this blog, we explore how business owners can safeguard their value, prepare for change, and position for a profitable exit—even when life throws a curveball. Discover practical steps to protect your present results and your long-term legacy.

Exit Isn’t an Afterthought: How to Avoid Overwhelm Before You Cash Out

Most business owners imagine they’ll choose exactly when and how they exit their company. The reality? According to the Exit Planning Institute, up to 70–80% of businesses that go to market never sell. And for those that do, around 75% of owners regret their exit within a year. Why?

Business Planning if You Want Real Growth

When you have a strategic plan in place, it becomes easier to identify your company's strengths and weaknesses. This information is essential for making decisions about the future of your business. If you know where your company excels, you can focus on developing those strengths. On the other hand, if you are aware of your weaknesses,

Why Plan for a Profitable Exit?

I want to plant a seed for you to think about. You have a successful company; you feel like you’re making a tremendous impact for your clients; you’re making decent money and feeling confident. Things are so much better than when you were working for someone else in the traditional “9-5” job. Yeah, you’re putting in a lot more hours than you did back in the corporate world and you can’t just leave the responsibility at the office when you go home at night to have dinner with your family, but it’s a good feeling that you’re doing it for you instead of making someone else rich. (Oh yeah, you hate to admit it, but you’re getting a little tired of that overwhelm you feel running your business and trying to manage it all.)