From Advisory to Exit: How Strategic Capacity Unlocks Maximum Equity Value
We're inviting you to lead a mindset shift with your clients. Intriguing? Heck yes. Read on.
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
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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...