Owner Life & Legacy

Don’t leave the personal planning to chance

Michelle Fritsch

Propel Comprehensive Wellness 1 week ago

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

Business Value Growth

Hope Is Strategic: Drive Optimism into Performance

Maria Forbes

FIREPOWER Business Catalyst, LLC.

2 months ago

Hope + Systems = Momentum A hopeful vision without systems of engagement fades fast. When you pair vision with clear roles, feedback loops, and

Oct 30, 2025 4 min read Atlanta

Business Value Growth

How To Diversify Financially As A Small Business Owner

Kristin McKenna

Darrow Wealth Management

5 months ago

Diversification poses a real challenge for the small business owner. The reality is, the average entrepreneur has far too much of their wealth tied up in

Aug 6, 2025 8 min read Greater Boston

Business Value Growth

It’s Not What You Say, It’s How You Say it: Getting this practice right before succession planning

Maria Forbes

FIREPOWER Business Catalyst, LLC.

6 months ago

When it comes to communication—whether you’re leading a team, pitching an idea, or navigating a tough conversation—what you say matters. But how you say it? It’s

Jun 23, 2025 2 min read Atlanta

Business Value Transfer

Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

David Flores Wilson

Sincerus Advisory

8 months ago

QSBS is arguably the most attractive tax strategy available to entrepreneurs and business owners in the U.S., and the current environment may be the

May 6, 2025 15 min read New York

Business Value Growth

The Importance of Business Exit Planning

Tom Bixby

EvaluSys LLC 10 months ago

This is a short video speaking to the importance of business exit planning for business owners, and about my journey to develop the Exit

Feb 27, 2025 1 min read Charlotte Advisor Resource

Video

How to Know and Make Your Number – Value Creation: Podcast

David Shavzin

The Value Track

10 months ago

“How to Know and Make Your Number.” Thanks to Steve Preda at Summit OS® – stevepreda.com for having me on his podcast to discuss

Feb 23, 2025 1 min read Atlanta

Business Value Growth

ICE Raids: What Do We Know So Far and What Can You Do?

Robert Brody

Brody and Associates, LLC

11 months ago

As promised, U.S. Immigration and Customs Enforcement (ICE) has begun their mass deportation efforts. An expected but undesirable result is millions of immigrants and

Feb 19, 2025 6 min read Tri-State

Owner Life & Legacy

What Every Business Owner Must Know Before Selling – it is way more than numbers

Paul Cronin

Touchstone Advisors

11 months ago

I had a lot of fun on this podcast with Australian M&A advisor, Craig Keegan, on M&A Profits: Lessons From The Trenches The episode

Feb 18, 2025 1 min read Greater Boston

Business Value Growth

The Recipe for Success is Yours to Write

Maria Forbes

FIREPOWER Business Catalyst, LLC.

1 year ago

Handed-down recipes are part of the time-honored processes and traditions we cling to. But just like in cooking, sticking too rigidly to “grandma’s secret

Dec 16, 2024 3 min read Atlanta

Business Value Growth

Classic Hiring Horror Stories: Beware the Eerie Archetypes of New Hires!

Maria Forbes

FIREPOWER Business Catalyst, LLC.

1 year ago

Halloween isn’t just a time for ghosts and goblins; it’s also a perfect moment to explore those spine-chilling hiring stories that haunt every small

Oct 29, 2024 3 min read Atlanta

Business Value Growth

Employers Liable for Employees’ Non-Work Social Media Activity

Robert Brody

Brody and Associates, LLC

1 year ago

There is a common misconception that what an employee does outside the workplace, particularly on social media, is not the employer’s responsibility. Surveys have

Sep 27, 2024 4 min read Tri-State

Business Value Growth

Tax Advantages of ROBS Rollovers for Business Funding

Greg Silberman

Ritterband Tax & Accounting Solutions LLC

1 year ago

ROBS – or Rollovers as Business Start-ups – allow prospective business owners to use funds from their existing personal 401(k) or other retirement accounts as capital for buying

Sep 19, 2024 2 min read Atlanta

Business Value Transfer

In a business valuation, what is the “median” for a small business?

Paul Cronin

Touchstone Advisors

1 year ago

When it comes to business valuation, “it depends” is the honest answer to the question, what is the median for small business (sorry, I

Sep 12, 2024 1 min read Greater Boston

Business Value Transfer, Video

XPX Next: 5 Approaches to Get an Owner to Talk Exit

Cheryl Centeno

XPX Global

1 year ago

Featured speaker: Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System Our moderator: Ray Croff, CEO of Mobius Financial Advisors

Jul 31, 2024 1 min read

Business owner

Don’t leave the personal planning to chance

Hope Is Strategic: Drive Optimism into Performance

How To Diversify Financially As A Small Business Owner

It’s Not What You Say, It’s How You Say it: Getting this practice right before succession planning

Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

The Importance of Business Exit Planning

How to Know and Make Your Number – Value Creation: Podcast

ICE Raids: What Do We Know So Far and What Can You Do?

What Every Business Owner Must Know Before Selling – it is way more than numbers

The Recipe for Success is Yours to Write

Classic Hiring Horror Stories: Beware the Eerie Archetypes of New Hires!

Employers Liable for Employees’ Non-Work Social Media Activity

Tax Advantages of ROBS Rollovers for Business Funding

In a business valuation, what is the “median” for a small business?

XPX Next: 5 Approaches to Get an Owner to Talk Exit

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