Posts about
Delivering Client Wins (2)
Valuation + Confidence
Valuation With Confidence: Why Growth-Drive’s CLARITY Calculation of Value Is Accurate,...
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 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...