Reality = Agility
“People often claim to hunger for truth, but seldom like the taste when it’s served up.” – George R. R. Martin Occasionally, a topic ...
Financial Blind Spots at Each Stage of the Business Lifecycle
Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
Reality
“Denial is a common tactic that substitutes deliberate ignorance for thoughtful planning.” – Charles Tremper Last week in this space, the topic was leaders ...
Family Loans and Gifts: Avoiding a Tax Headache
When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
Fantasyland Leadership
“I have been driven by curiosity rather than certainty, by the wish to understand rather than the desire to pass judgment.” – Ramachandra Guha ...
Adjust On The Fly
“Never be so focused on what you’re looking for that you overlook the thing you actually find.” – Ann Patchett Last week in this ...
Avoiding Common Mistakes in Transition Planning
Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
Common Beneficiary Mistakes That Can Wreck Your Estate Plan
Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.
Get Moving
“Imperfect action stops incessant overthinking.” – Jake Thompson It seems like an oversimplification to say that many leaders suffer from paralysis of analysis, but ...
Who Do You Listen To?
“Make sure you don’t start seeing yourself through the eyes of those who don’t value you. Know your worth even if they don’t.” – ...
