Ground Future Celebrations in Today’s Plan

As you take stock of this year’s accomplishments and think about your plan for the next year,…


A Time to Remember Successes of the Head and the Heart

Hopefully, over the holidays, you’ll have quality time with people you care about – even with…


Planning for the Next Year and Quarter Century

Over the holidays, at the end of every year, I have a tradition to get together with friends to…


Succession: Planning & Ensuring the Future of a Business

Every CEO has a responsibility to ensure the success and longevity of a business. This is…


Family Matters: Navigating the Human Side of Business

Many of our clients want to start involving the next generation of their family in their business…


Seven Years On, Reflections on Your Oxygen Mask First: Manage Your Mental Health

“It’s not the heavy load that breaks you down. It’s the way you carry it.” Lena…