Starting a Conversation About Stewardship…
So what exactly is stewardship in the context of a small business? At its core, stewardship is the act of taking care of something that
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Don’t Worry About Getting Bigger…
For the past twenty-five years, I worked mostly with independent financial professionals. Good people to be sure. But whether it was my company telling them,
Words Matter More Than We Know
We live in a world shaped by words—what we know, what we think we know, and what we haven’t yet realized we don’t know. Words
Keeping Up With Technology as a Writer…
A little over forty years ago, I took a Basic Computer Programming class at Purdue University. I was at the age where everything was still
All in Good Time…
One of the unusual benefits of a Succession Plan is that it slows…..things…..down…., often a big advantage to both the founders (G1s) and the successors (G2s and G3s).
Achieving Clarity
In the past eight months, I wrote and published two companion books about succession planning, one for each generation of the process. But my ultimate
How to Write a Book (or Two)!
I just finished two books in eight months. Both books in this series were about 75,000 words. My wife says I make it look easy.
Postponing Your Last Day
In many succession plans, G1 (or founding owner) gradually sells their equity all the way down to 0.00% ownership at some point. The successor team
When G1 Says “No” to Additional Owners
More than a few times in my consulting career, G1, individually or as a group of similarly aged founders (Generation One), says “No” to admitting
Making a Living vs. Building Wealth
This is an excerpt from my new book, Acquiring Your Future Through a Succession Plan: A Primer for Next Gen Professionals (Chapter One, Section 3)