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…

Know Your Business Value

More than 90% of businesses have never have never had their business independently valued and every business owner asks themselves one question every morning, “Am I better off today than I was yesterday?”  Michael Carter who wrote the book “What’s Your Business Worth” says, “Knowing the value of a business can change the life of…

Partnership Revisited

Your business is your most important asset. You need advisors who are committed to delivering the right advice and the best answers. This is why at Marshall+Viliesis one of our Three Principles is Partnership. We know we can not deliver the best Business Value Protection Planning without other Financial Professionals, Attorneys and CPA’s. We agree…

Wicked Problems – #1

“I would not give a fig for the simplicity this side of complexity; but I would give my life for the simplicity the other side of complexity.”Supreme Court Justice Oliver Wendell Holmes Doug Marshall - August 13, 2020 There are easy problems and there are stubborn problems. Stubborn problems are Wicked Problems. Planning Problems are Wicked Problems. Business Value Protection Planning is a…

Wicked Problems – Rittel – Webber Paper 1973

Doug Marshall - August 12, 2020 In 1973 Horst W. J. Rittel and Melvin M Webber published a paper titled “Dilemmas in a General Theory of Planning.” This paper motivated me to begin a series of short posts about Wicked Problems and how understanding them can lead to better Business Value Protection Planning. I mentioned…