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The Owner’s Guide to Business Value
My goal with this guide is not to turn you into a valuation expert. It is to give you a practical understanding of how business value works, what drives it,…
Capacity Building
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Financial Management
In my experience, poor financial management is what causes most underperforming small businesses to fail or not achieve their objectives. Often it is a lack of understanding of how basic business finance works that inhibits owners and leadership teams. You need to fully grasp what makes your economic engine work to make the right investments and calculate appropriate risks.
Featured Financial Management Posts
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Know Your Numbers: Building Financial Literacy in Yourself and Your Leadership Team
This guide focuses on the financial measures I believe business leaders should understand and regularly discuss with their leadership teams. I walk through how to gauge the financial health of…
Online Tool
Business GPA – How Healthy is Your Business?
Grade the seven things every business must do. Get a Balance GPA, a report card, and a ranked…
Favorite Article
The End of Cheap Capital
The End of Cheap Capital Executive Introduction For years, cheap debt made many strategic choices feel easier. Growth…
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What Drives Business Value Whitepaper
Who This Guide Is For This document is designed for leaders who are responsible for growing, protecting, and…
Blog Post
What Drives Business Value (And How Smart Owners Build It Before a Sale)
Introduction: The Truth Most Owners Miss Most conversations about business value start in the wrong place. They start…
Blog Post
Capital Allocation for Small Business Owners: Managing Your Business Like a Portfolio
During a Vistage coaching session today, I revisited a tool I’ve used many times over the years. It…
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New Business Year Playbook: A 30 / 60 / 90-Day Focus for Leaders Who Want Results
The underlying principle is simple and deliberate: a plan that’s too big to explain is too big to…
Blog Post
The High Cost of Short-Term Thinking
Introduction – Don’t Get Stuck in the Short-Term I’m increasingly concerned that more business leaders have slipped into…
Blog Post
Working On the Numbers: Financial Management for Small Business Owners
Working On the Numbers: Practical Financial Management for Small Business Owners Practical financial discipline for owners and emerging…
AI Audio Summary
Risk Management for Small Business Owners
For an entrepreneur, smart risk management isn't just about protecting a company's bottom line—it's about protecting your personal…
Meeting Summary
Theme: Risk Management
In today’s climate of constant disruption—from economic swings and regulatory changes to cyber threats and workforce shifts—risk management…
AI Audio Summary
Managing Enterprise and Small Business Risk
The central thesis is that risk management is not merely a defensive tactic but a strategic imperative essential…
AI Audio Summary
Financial Management Primer for Small Business Owners
Financial Management for Small Business Owners: A Briefing Executive Summary This briefing synthesizes a comprehensive primer on financial…
Meeting Summary
Theme: Financial Management
This document serves as both a reference and a roadmap. It addresses the most critical areas of financial…
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FINANCIAL MANAGEMENT ASSESSMENT TOOL
Companies rarely fail from lack of effort—they stumble from lack of visibility and discipline: cash crunches, fuzzy pricing,…
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Debt, Growth & Crisis Policy – A Strategic Guide For Small Business Owners
The New Economic Reality The economy you’re operating in isn’t “normal.” It’s a structural shift: tighter credit, higher…
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Winning Moves for Uncertain Times A Strategic Playbook for Business Owner
Strategy Is No Longer a Luxury—It’s a Lifeline and We’ve Created a Playbook Running a business without a…
Blog Post
How Changing Fed Policy Is Reshaping Business Growth and Financing
The Fed isn’t punishing business owners—it’s rebalancing an overheated economy. That doesn’t mean you should freeze. It means…
Blog Post
Growth, Profit, and the Balancing Act: What the Rule of 23 and Rule of 40 Mean for Your Business
Growth by itself isn’t the goal. Sustainable, balanced growth that outperforms your market and strengthens your business foundation—that’s…
Recommended Reading
The Secret Stock Market by Mark Parrott
If you’re focused solely on today’s income, you’re likely sacrificing tomorrow’s wealth. The Secret Stock Market gives you…
Blog Post
Business Contingency Planning Doesn’t Have to Be Complicated
Contingency planning isn’t about living in fear. It’s about being smart. It’s about protecting what you’ve worked so…
Blog Post
10 Powerful Reasons For Financial Transparency
As a business owner, you already carry the weight. You understand the stakes. But you don’t have to…
Blog Post
Cutting Expenses the Smart Way: Precision Over Panic
Expense reductions should be strategic, not reactionary. By taking a thoughtful, analytical approach—leveraging data, empowering your team, and…
Free Download
Small Business Strategies To Keep and Build Momentum
Keep Your Business Moving Forward—Momentum On Purpose Momentum is everything in a small business. When you’ve got it,…
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List of Key Financial Metrics with Formulas and Benchmarks
Key Financial Metrics: Formulas, Importance, and Benchmarks A Straightforward Financial Reference for Business Owners Who Want to Stay…
Favorite Article
Why Every Business Owner Needs an Exit Strategy
Build Now, Exit Well: Why Every Business Owner Needs an Exit Strategy You’ve spent years—maybe decades—building your business.…
Helpful Website
Middle Market Journal
Middle Market Journal (MMJ) is an online hub that shares useful ideas, stories, and business cases aimed at middle-market…
Favorite Article
AI’s Effect on Industry Margins Over the Next Five Years
For business owners, executives, and investors, this report offers more than numbers—it provides a strategic roadmap for the…
Helpful Website
KPI.org
KPI.org is a free online resource designed to help organizations—large and small—understand, develop, and apply Key Performance Indicators…
Blog Post
Cash Flow Management Essentials for Small Business Owners
Managing cash flow effectively is the lifeline of any business, especially for small business owners who often operate…
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Business Financial Health Self-Assessment
A Candid Tool to Help Business Owners Understand Where They Stand—and What to Do Next Financial health isn’t…
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