The Next Generation

Craft Breweries - Part 5 of 5 There are founders and everyone else is a successor. In the United States today there are more Craft Breweries owned by Founders than Successors due to the significant growth in the industry over the past ten years. Now we are in a period where many Craft Breweries are…

Protecting Today

Craft Breweries - Part 4 of 5 Your Craft Brewery may be your largest and most important asset. It also might be the primary source of income supporting your family’s lifestyle and the causes you care about. Everyday you go to do your work you are focused on surviving and thriving and creating success as…

Growth

Craft Breweries - Part 3 of 5 In 2020 the word for most Craft Breweries was “survival.” Yet we know businesses focused only on surviving rarely succeed. Growth is survival. What lessons can we take away from 2020 and how can it help Craft Brewery owners focus on growth? There are two key lessons to…

The Communities You Serve

Craft Breweries - Part 2 of 5 Your Craft Brewery serves and is a part of a diverse community. Now is a good time to reflect on everyone impacted by your business as we near the new year, 2021. Your FamilyCustomers/FansEmployeesPartners - Co-OwnersSuppliersInvestorsCauses you SupportFood Truck Partners This business you’ve created is important to many…

Why and Where

Craft Breweries - Part 1 of 5 We are sitting down for a pint in your Craft Brewery. Chances are you’ve been in business for less than ten years and chances are still good it’s been less than five. Tell me the story about you and your Craft Brewery. I want to know. More than…

Partnership Benefits

Business Owners benefit when advisors partner together to deliver the best Business Value Protection Planning available. This includes Financial Advisors, CPA’s, Attorneys and others with specific skills. People who work together will create better results and better plans. Partners hold each other accountable. It is a good combination. Planning can get complicated. Two or more…

Constraints

In Seth Godin’s book “The Practice” he writes about constraints. So does Scott Berkun in his book “How Design Makes the World.” Constraint is a word which has freed us to do better work at Marshall+Viliesis even though Peter Viliesis and I don’t often use it. But it is there every day. There are always…

Process

I’ve been reading Seth Godin’s new book “The Practice” since it came out on November 3, 2020. In the book he examines and amplifies the importance of process in our work. Three quotes from the book jump out at me. A good process can lead to good outcomes, but it does not guarantee them.Seth Godin…

Who Are Our Clients?

If you are a business owner you might benefit from what we do at Marshall+Viliesis. Are we a good match for you? Well it depends and if we are a fit that is great! If we aren’t a fit then that’s okay too. Our clients look like this. Their business makes up a significant portion…

A Crisis as Crucible

Aswath Damodaran has taught me much about business valuation. On July 16, 2020 he held a Masterclass focused on the markets titled, A Crisis as Crucible: COVID Lessons Learned, Unlearned and Relearned. The first 47 minutes of this Masterclass is brilliant. If you are an investor, advisor or business owner you will hear from someone…