Strategic Insights on Profitable Growth & Exit Readiness

Foundational Insights for Scaling with Intent

If you’re exploring my work for the first time, these five selected insights reflect how I approach profitability, company value, and long-term ownership impact.

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Beyond the Spreadsheet: Turning 2025 Insights into Your 2026 Advantage

Don’t wait until tax time to see the gaps. Use your 2025 insights now to build a smarter 2026 strategy, scale with intent, and boost company value.

What’s the Thing with Cash?

I always hear people talk about what they would do with the million/multi-million dollars if they had it, but they talk as if it’s a pipe dream. Rarely do I hear how they will go about getting it or what’s stopping them from breaking through that glass ceiling. In fact, I’ll go out on a limb and say people that talk publicly about their cash or investments are just like those who post “the perfect lives” on social media. Do you ever get the feeling that perhaps everyone is a little afraid of cash? Perhaps it’s the lack of having it that’s the problem or maybe it’s the comparative environment it creates. There is something about it that makes it such a sensitive topic.

Don’t Let Your Numbers Slip Away

Know your numbers! This is one of the top five rules in business, if not the first, and yet so many business owners and CEOs are unaware of their numbers. A large percentage of businesses operate from the cash balance in their bank account or wait until they have to give their accountant their financial statements after the year ends to do their tax return. Some have their numbers available but they’re looking at the wrong ones, if they’re looking at them at all. Much of this comes from the unknown, fear of what they’ll see, or a lack of understanding. The problem is, when you don’t know your numbers at all times, you’re most likely not only losing money, but also opportunities!

Strategic Insights for Profitable Growth & Long-Term Value

These articles are written for established business owners who want stronger profitability today and a more valuable company tomorrow.

If you appreciate thoughtful, strategic insights on scaling, financial decision-making and building a business that supports your long-term vision, you can subscribe to receive future articles directly.

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