For business owners navigating capital decisions, tax strategy, and the transition from operator to investor.
The 90 days after a liquidity event are the most consequential — and the most likely to be mishandled.
ReadOperating discipline ends at the company checking account. The opportunity cost over a decade is a real number.
ReadMost owners hire vendors. The owners who keep what they build assemble coordinated teams. Here's the difference.
ReadIf 80% of your net worth is in one illiquid asset, you don't have a portfolio. You have a bet.
ReadThe gap between what business owners pay and what they're required to pay is usually six figures. The code rewards those who plan ahead.
ReadThe owners who capture the highest multiples aren't luckier. They started earlier. Here's what to organize before the process begins.
ReadPatterns that show up again and again in closely-held businesses — and what the owners who avoided them did differently.
ReadDebt is a tool with a cost. Understanding when to use it — and when to retire it — is one of the most consequential capital decisions an owner makes.
ReadThe transition from operator to investor is a skill. And almost nobody practices it before it matters.
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