October 14, 2019

Think about family business.  Was love the first thing that popped into your head?  Probably not.  Relationships are complicated.  Family relationships in business - more complicated.  

We try to make sense of our relationships.  We talk to friends,...

September 18, 2019

I hate being lost.  I was out in the woods earlier this year and got distracted.  The path went down and then seemed to disappear. Nothing was familiar.  It was getting dark, and I did not like it.  

Think about the last time you felt lost.  That’s h...

August 14, 2019

Hey, are you holding a job, or growing a company?  There’s no judgement here either way. I’m just curious.

The people that devote time, energy, and financial resources to a new business, start it for different reasons.  Some have lost their jobs. Others have an idea the...

June 28, 2019

It’s been a minute!  I wanted to check in with you.  How’s business?

For me, really fun!  I’ve had the opportunity to work with clients who are hoping their businesses will develop into valuable assets at some point in the future - but aren't there yet.  

...

March 27, 2019

So, how many of you contacted me, your financial planner or your exit strategist to begin working on your family business succession plan?

Remember that statistic- just 18% of family owned businesses have a robust family succession plan?  The PwC study can be found here...

March 19, 2019

As of 2019, PwC’s Family Business survey found that  JUST 18% of family owned businesses have a robust succession plan.  The study can be found here: 2019 PwC Family Business Survey

It seems there are a number of reasons given for this.  Recognition that today...

March 9, 2019

What stops you from creating a vision of your ideal exit from your business?  Finances? Time? Fear of aging? Too young to retire? Fear of dying? Most business owners don’t have an exit strategy or family succession plan.  Seriously.  

As a transitions coach, i...

February 12, 2019

Last week I spoke with a management team member of an international corporation. We had an impromptu coaching session. It wasn’t enough. There was so much more that could be done, especially if the entire team had access to coaching.

Let me set this story up for you. Th...