Owner Economics: A Different Scorecard
Why the metrics we report to owners look different from the metrics a board of directors would ask for — and why the difference matters.
Field Notes
Field Notes
Short observations from inside live engagements — anonymized, but specific enough to be useful.
Field Notes
The 13-Week Cash Forecast: A Practical Field Note
Why nearly every owner-operated business we engage with eventually ends up with a 13-week cash forecast — and what makes one actually useful.
Field Notes
Notes on Exit Preparation: Three Years Out
A short guide to what changes when an owner decides — even quietly — that the next 24 to 36 months will end with a transaction.