Blog

VIDEO: My Sample Intake Process

I talk a lot about having the right systems and processes in place for your business. It’s important because you make your business more efficient, and you as a business owner are more effective. So, putting my money where my mouth is, sorta, here is my 3 step intake process for new engagements or prospective […]

VIDEO: We Crave predictability

There’s nothing we as business owners crave more than predictability. So why not make efforts in your business plan to hedge against risks and the general “unknown”? Your business plan is the written foundation for planning for risks. Putting together your business plan is an exercise in vetting the various risks to your business. With […]

VIDEO: Are you ready to pivot in your business?

There’s quite a lot of talk about the importance of being able to “pivot”. Are you pivot-ready? Is your business able to adapt? I would argue that the key to being able to adapt and improvise stems from having the right tools and foundation in place at the outset. This is the heart of, purpose […]

VIDEO: The Conversations in Your Head

In this video I discuss the conversations we have as business owners (and generally), how most of those conversations are with ourselves or in our head, and how to make that a productive asset for your business and your happiness. This video is about business planning whether or not we’re living in a time of […]

FAQ: The Asset Purchase Process

Many people start businesses by purchasing an existing business. Most business acquisitions are effectuate through an asset purchase. Here, we discuss the process for any asset purchase agreement. Step 1: Draft/finalize/negotiate the Purchase Agreement . You want to ensure that the Purchase Agreement contains the appropriate provisions that pertain to your specific transaction. For instance, […]

VIDEO: Setting Goals: Part I of Many

Let’s get close and personal while I talk about goals and the Sunny man plays dead for a minute and a half. Goal setting is a conversation that I engage in often especially for startups and growing businesses. What is your goal setting process and how is that documented in your business plan?

VIDEO: You Talking to Me?

Communication is critical in every aspect of your business. So why not take it seriously? Take this short journey with me as I tell you everything you’re doing wrong (tough love) when it comes to business related communication.