In September 2026, I was honored to speak at a national conference in Huntington Beach, California, about what made the transition with my former business partners, Ron Leavitt and Jeff Burr, go so smoothly. Looking back, I attribute it to four main things: First, we...
My wife Andrea and I were in New York City on the 25th anniversary of 9/11. We felt somber and reverent as we walked around the memorial pools, which sit in the footprints of the former Twin Towers. The names of the victims, engraved in bronze around the pools, were...
Whether you plan to sell your business this year or 10 years from now, don't wait until you're eager to sell before you begin preparing. Buyers can often sense a seller’s urgency or desperation and may use it to their advantage. Be thoughtful about your ideal exit and...
Last week, my wife Andrea and I celebrated our 25th anniversary in the Maldives. It was an amazing experience. I’m more in love with her now than ever, and I’m excited to see what the next 25 years will bring. Despite the ongoing conflicts in Iran, Ukraine, and other...
When you’re preparing to sell your business, you’re approaching one of the most significant financial decisions of your life. The outcome will depend largely on the quality of the team guiding you through the process. A successful sale requires a coordinated group of...
Since my wife Andrea has been passionate about tennis for the past few years, I surprised her with tickets to the BNP Paribas Open in Indian Wells the first weekend in March 2026. I don’t know much about tennis, but watching Novak Djokovic in person turned out to be...
When you start thinking about selling your business, one of the most important questions you need to ask yourself is whether you could afford to sell it. How much is it worth? How much would you take home after eliminating business debt and paying the taxes and fees...
Have you ever thought, "I'll be happy when I make more money," or "I'll be happy when I retire"? When you finally reached those or other milestones, did it feel as satisfying as you imagined? And how long did that feeling last? High achievers tend to constantly drive...
Gift giving during the holidays is a wonderful tradition that unites families and friends. When we give in the right spirit, we remember that giving can be even more joyous than receiving. So why do we feel so much stress this time of year? One reason could be that we...
Many of our clients enjoy making charitable donations, whether it’s paying tithing or supporting a local nonprofit. But what many people don’t realize is that how you give can make a big difference, both for the organization you support and for your own financial...