Minimizing taxes isn’t always the best idea. Rich found this out the hard way. You may have heard the tax advice, “D...
SLMs: the targeted AI tools designed to help your company every day
Artificial Intelligence (AI) is old news; awareness of AI among the masses is new. Some people remember IBM using AI in ...
Strategic prioritization: the time management secret for business owners
People sometimes finish the workday and reflect, “I feel like I was busy all day, but I didn’t get anything done.”...
Grow your business like MrBeast
Jimmy Donaldson, also known as MrBeast, is the most popular entertainer and influencer on YouTube with a whopping 317 mi...
Business owners: Are you in founder mode or manager mode?
Brian Chesky is the co-founder and CEO of Airbnb, a global online marketplace for lodging and tourism experiences. Chesk...
Grow and protect your small business with cash flow forecasting
Inaccurate cash flow and expense forecasting is a leading cause of business failure and, ultimately, business closure. A...
CEO: the 24/7 job that allows you to have it all – just not all at once
Laxman Narasimhan, the now-former CEO of Starbucks, deserved to be fired. When Starbucks filed its initial public offeri...
Many business owners fear running out of money in retirement. Do you?
Many successful business owners embrace their vulnerabilities and find ways to overcome them. They’ll admit to fears y...
Increase small business profit and value by adopting AI
Artificial Intelligence (AI) is like a fulcrum for businesses. With the proper leverage, a large project can get moving ...
8 Things to know about exit planning (and why it’s crucial for business owners)
In May 2024, Lauren Beckett, CFP, CVB, CEPA, FPQP, and I attended another Exit Planning Summit, hosted by the Exit Plan...
Business owners: how to increase sales from your next merger or acquisition
Mergers and acquisitions benefit companies in many ways, including economies of scale, access to capital, deeper employe...
Artificial intelligence for small business: Improve your website with an AI chat
Forward-thinking companies have invested in search engine optimization (SEO), website engagement, funnels, geofencing an...