How confident are you that your most valuable asset is protected?
How Confident Are You?
Business Planning Notes
Secrets of the Pie Chart
This Pie Chart represents what your business means to you, your family and key stakeholders. It symbolizes the reason you work hard on… and in… your business. Your business is typically your largest, most important asset and generates the majority of your income. The Pie Chart is unique to you as a business owner. At…
Private Company Valuation – Aswath Damodaran
If you own a business and want to hear from one of the foremost experts in valuation today this short video will introduce you to Professor Aswath Damodaran from NYU Stern School of Business. If you are curious and want to learn some more you can go back to his first video in the series…
Troy Niehaus – Success at Every Stage & Beyond for Business Owners
Troy Niehaus is an advisor to business owners and has been an owner as well. He brings a unique perspective to the table and this helps owners plan for each successive stage in their business and even beyond. We touched on the topic of philanthropy in this session and I’m looking forward to exploring this…
Mark Puzdrak – Proactive Accounting for the Closely Held Business
A CPA should be more than just a service provider handling your tax and accounting needs — they're a true partner in your success in every sense of the term, both personally and professionally. The importance of this alliance is something that cannot be overstated enough. Hear what Mark Puzdrak has to say about proactive…
Value & Protect Business Wealth and Income
July 13, 2021 - Earlier today we spent a few minutes looking at the Foundation of Business Value Protection Planning. Two pie charts make up the foundation and they provide you the business owner a good perspective of the importance of your business to you, your family and your key stakeholders. Be sure to download…
Entrepreneurial Operating System (EOS)
July 6, 2021 - This morning John Klick gave an overview of the Entrepreneurial Operating System (EOS) made popular by Gino Wickman in his book Traction. His presentation was broadcast by Craft Beer Professionals and organization founded by Andrew Coplon. The reason for this post is John gave an excellent description of EOS for Craft…
Doug Hall – Increasing the Profit & Control of Your Privately Held Business
What do you want from your business? Perhaps a better question is are you getting what you want? Owners who are unsatisfied with the results from their business in either money, time, freedom, purpose or people relationships can have better outcomes because there are people who understand how to frame the issues and install the…
Robert Nickey – Crucial Questions to Increase Business Profits
“Ask any business owner and they will tell you how important delegation is in managing their business. However, you would be confused when you see the same business owner completing low-impact work each day. In his book The E-Myth Michael Gerber describes 2 distinctive roles a business owner represents, the Technician and the Entrepreneur.” -…
Eric Swick – Achieving Results Business Owners Want
If you are a business owner wanting to take your company to the next level, get unstuck or simply looking to sharpen your edge then these next few minutes are well worth your time. I want to introduce you to Erick Swick. Eric is a licensed CPA and lifelong business strategist whose mantra is “helping…