Retirement

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...

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...

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...

For years, my wife Andrea and I have enjoyed staying at a boutique hotel in a quiet neighborhood on the north side of Newport Beach, just a block from the ocean. Things felt different on our last visit, though. When I went to check in, no one was at the front desk,...

One of our clients was recently offered a lot of money to sell his business, but they wanted him to stay on for five years after the sale. Why? His business heavily depends on him for day-to-day operations, so they must have figured it would take five years to ensure...

From ages 19 to 21, I served a volunteer church mission in Buenos Aires, Argentina. During the final six months of my mission, I had the privilege of working closely with our mission leaders, David and Louise Udall. They were responsible for the direction and...