Resources

When you’re running a successful business, creating a plan for your eventual exit may be the last thing on your mind.   “I have way too many responsibilities for that right now.”   “I’ll start thinking about that when I’m closer to...

Many business owners are missing a crucial link between their time as business owners and their time after owning their businesses. This missing link is called Business Continuity Instructions, and it could be the difference between the success and failure of...

Many people have a romantic view of what retirement looks like. Beaches, cruises, road trips, sitting next to a pool with no responsibilities—in reality, many business owners struggle in retirement because they don’t know what to do with all their...

There’s a mythology that business owners have all the answers all the time. Many business owners hold themselves up to this unachievable standard.   Yet, nearly every business owner has moments when they say to themselves, “I have...

Growing your business often relies both on your leadership skills and the ability of your employees to carry out your plans. As your business grows, it can become unwieldy to do everything by yourself. Having a strategy to keep your most important...

Dreaming is often the foundation of creating your ideal reality. For many business owners, their success started with a simple dream: "What if I could do things my way?" "What if I didn't have to report to a boss?" "What if I could give my family everything they ever...

Controlling the controllable and reducing the effects of the uncontrollable are prudent decisions for successful business owners. But how can you know which is which, and where can you go when confronted with a situation you've never experienced before in your...

Unless you're the owner of a multi-billion- or trillion-dollar corporation, your business is likely subject to the whims of a changing marketplace. External changes in the market can sometimes force you to deal with problems you thought you'd never have to worry...

One of the biggest sources of friction in planning for a successful future is time. Successful business owners like you aren’t sitting around, twiddling your thumbs, and wondering what to do with all this extra time you have. How can you, with everything else you have...

For the past two years, I’ve been talking about my transition—moving from “retiring” to “rewiring.” Most people dream of retirement, only to find themselves asking, “What’s next?” I knew I wasn’t going to retire in the traditional sense; instead, I’m stepping into a...

Planning for a successful future both inside and outside of your business generally requires advisors who are specialists. These specialists play specific roles in bringing together what can be a large and complex plan that positions you to achieve financial security...