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
Blog
Read More »
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)
New Book Just Published!
Exciting news – “Acquiring Your Future Through a Succession Plan: A Primer for Next Gen Professional Service Providers” has been published and is available on
The Basic Premise (of my newest book, due out March 7th!)
(The following is an excerpt from “Acquiring Your Future Through a Succession Plan: A Primer for Next Generation Professional Service Providers”, the companion book to
The Power (& Joy) of Self-Publishing
I just finished the second companion book in my two book series for Professional Service owners, this one for the next generation prospects or G2s/G3s,
Grants and Gifts of Equity
Let’s get straight to the point. My advice to every founding owner that I’ve consulted with over the past 30 years has been simple and
Being a Good Steward of Ownership
A properly structured business can theoretically last forever, or certainly well beyond the founding owner’s career. The concept of being a good steward of ownership
Building a Business Around Equity (Part 2 of 2)
Many Professional Service owners begin as forces of one, and if not as an actual sole proprietorship, then a single owner S-Corporation or LLC. From
Building a Business Around Equity (Part 1 of 2)
When I’m not writing books, I work as a mechanic. I fix things. One of the things I fix is how Professional Service Providers (i.e.,