One Percent Solution – Chris Mercer

In 2013 Chris Mercer posted a series of articles about an idea he developed called the One Percent Solution. In 2014 Chris published Unlocking Private Company Wealth and it also described the application of the One Percent Solution in the management of private company wealth. The articles in 2013 are an update of a previously…

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…