Why Strategic Capacity Is the Missing Link in M&A Success: White Paper
A well-prepared M&A transaction is critical to realizing deal value—yet studies consistently report...
Summit 2025: SNEAK Preview
The 2025 Growth-Drive Summit in beautiful Charleston, South Carolina runs from Monday October 6 at...
Strategic Capacity in DCF and Market Comp Valuation: A Guide for leaders
Part 1: Definitions and Insights Part 2: A Strategic Dialogue between the advisor and her CEO...
Strategic Capacity: The New North Star for Accounting Firms and PE in the $10 Trillion Transition
We’re standing at a pivotal moment for accounting firms and private equity. $10 trillion in Baby...
Extraordinary by Design: Why This Study Group Works Like Magic
Imagine: Your Growth-Driving Study Group, a Front-Row Seat to Delivering Client Wins
Last week's...
Why Will A Few CPA Firms Dominate their Industry?
Why Dominating The Accounting Industry Belongs To CPA Firms Who Think Beyond Compliance
...
Exit Planning Is Step 1—Growth Is Steps 2 To 7
The annual EPI conference is on, and I'm getting terrific reports from the scene. We love exit...
“I Wish I’d Done This First” – Why CLARITY Reports Are the Missing Link in Exit Planning
In a recent candid exchange with a newly-certified exit planner, he looked me in the eye and said, ...
Owner Dependence: Killing Growth & Value
This goes out to pros helping clients to grow profits and transferable value, increasing Strategic...
Best Practices for Client Discovery
Imagine Your perfect discovery process... What might it include? What must it produce?
Best...