Posts about
3 Dimensions of Business Growth
Creating Clarity: How One Advisor Helped a Leadership Team See Their Path Forward
When Tip, a seasoned business advisor, walked into an eight-hour strategy meeting with his client’s...
Process as Inventory: The Hidden Engine of a Profitable Advisory Business
What if your advisory business had an inventory room?
Not filled with books or binders, but stacked...
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...
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...
Owner Dependence: Killing Growth & Value
This goes out to pros helping clients to grow profits and transferable value, increasing Strategic...