Feb 11, 2026 1 min read
Charlotte
Advisor Resource
Michelle Fritsch
Call Me When… Exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.
Owner Health – Plan to Keep It George was healthy, leading his business, and feeling like he had reached his goals. He went to
Feb 2, 2026 1 min read
Charlotte
Advisor Resource
Making you all aware there is a one day event in Charlotte for owners who have not yet made time for the personal side
Jan 27, 2026 1 min read
Charlotte
Advisor Resource
Your Health – Stabilize It Your owner clients been carefully planning and nurturing their career. Has their health been planned with the same intention?
Jan 16, 2026 1 min read
Charlotte
Advisor Resource
As you work with your clients, do you get a feel for the depth of their personal planning? Are they willing to release what’s
Jan 7, 2026 1 min read
Charlotte
Advisor Resource
Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
Nov 4, 2025 1 min read
Charlotte
Advisor Resource
Preparing to Exit? We need YOU! You are uniquely able to make a real difference. Consider your skills. In your career, how often
Oct 3, 2025 1 min read
Charlotte
Advisor Resource
Protect owners from the 5 D’s in a proactive way! When personal planning aligns with business planning, the 5 D’s can be minimized. Dysfunction
Aug 27, 2025 2 min read
Charlotte
Advisor Resource
Interests + skills + perspective + heartbreaks = purpose ===> health I left academic leadership and clinical practice to get in front of the
Feb 20, 2025 1 min read
Charlotte
Advisor Resource
We know that a way higher-than-acceptable percent of those who sell their company have many regrets a year later. A piece of that is
Feb 4, 2025 1 min read
Charlotte
Advisor Resource
You have been working on the transaction for months. The business has gotten healthy with great valuation increase. Now is the time to get
Sep 10, 2024 1 min read
Charlotte
Advisor Resource
– Friends since high school or before – Teammates – Golf buddies – Successful businessmen – In mid 60’s thinking about retirement – Planning
Jul 11, 2023 1 min read
Charlotte
Advisor Resource
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