Thoughts worth sharing.
Practical guidance on tax, profitability and growth, written for the owners of business by our team.
SalesYou're Still the Best Salesperson You Have. That's the Problem.
Most owners between $5M and $15M are still the engine of their own sales — and the first salesperson they hire usually fails. The data shows why, and it's almost never the hire. It's what wasn't built before they arrived. Here's the sequence that works.
Exit & SuccessionMost Businesses Never Sell. Yours Doesn't Have to Be One of Them.
70-80% of businesses listed for sale never find a buyer, and nearly 90% of the average owner's wealth is locked inside the company. The work that makes a business sellable is the same work that makes it better to own. Start years before you think you need to.
FP&A27 Days of Cash: Why Profitable Companies Still Run Out of Money
The median small business holds 27 days of cash; a quarter hold less than two weeks. Profit is an opinion; cash is a fact. Why the P&L keeps surprising owners, and how a 13-week forecast turns month-end panic into a Tuesday-morning routine.
TechnologyThe AI Adoption Gap: Your Competitors Are Using It. Most Are Using It Badly.
Small businesses are now adopting AI faster than large companies, but most are winging it: five disconnected tools, no policy, no link to the numbers. Where AI actually pays off for $5M-$15M businesses, and how to adopt it like an operator instead of a hobbyist.
OperationsPast the Plateau: Why Growth Stalls Between $5M and $15M, and What Actually Breaks Through
Almost every business that reaches $5M hits a wall the owner can't push through alone. The wall isn't the market or the team. It's the operating model that got you here. How to recognize the plateau early, and the four walls that actually cause it.
ArticleFive Tax Moves Most Scaling Businesses Miss
The fastest-growing companies are often the ones overpaying the most. Here are five proactive strategies that quietly leave money on the table.
ArticleBookkeeping vs. Advisory: What a Scaling Business Actually Needs
Most owners think they're buying clean books. What actually moves the needle is the strategy on top of them. Here's the difference.
ArticleWhat EBITDA Optimization Actually Looks Like
EBITDA optimization sounds like jargon until you see it on a P&L. Here's what the work really involves, and why it changes how a business is valued.