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...
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Delivering Client Wins (2)
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 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...
Evaluating Owner Dependency Using Growth-Drive Tools
Discover how Growth-Drive tools can help assess and reduce owner dependency, ensuring your business...
THREE SKILLED PROS AND GROWTH ADVISORY
What happens when a pair of super-experienced business leaders meet with me to discuss how...
Are Wealth Advisors Relevant to Business Growth?
That’s a pretty provocative headline, right? And it’s a real question: Is a wealth advisor relevant...