by Clare | Apr 15, 2026 | Exit Planning
You open your email and there’s an inquiry from someone you’ve never met. A $15M manufacturer, third generation, thinking seriously about a transition in the next few years. He found you. Read several of your articles. Watched a talk. Told his attorney he...
by Clare | Apr 2, 2026 | Exit Planning
You’ve done the hard work. The Triggering Event conversation. The business and personal plan. The financial modeling. The value gap analysis. The full Prepare Gate plan mapped and client-approved. And then the marketing lane has to actually get executed....
by Clare | Mar 3, 2026 | Exit Planning, Growth Plans, Growth Strategies
On paper, things look “good”: revenue’s up, team is busy, opportunities keep coming. But more and more owners are asking: “Is this actually making my company more valuable?” Here are three simple lenses you can use to pressure‑test your growth. 1. “Am I building an...
by Clare | Aug 26, 2025 | Exit Planning, Growth Plans, Growth Strategies, Marketing Strategy
Summer is gone – at least in my neighborhood. I wore a sweatshirt to walk the dogs today. Fall is fast approaching! Now! This week! Before the post-Labor Day business boom really starts is a great time to shift gears in your business too. Here are three...
by Clare | May 13, 2025 | Exit Planning
Ever had a client’s exit plan stall—not because of operations or finance, but because their marketing foundation just wasn’t ready? If you’re an EOS or CEPA-certified advisor, you know that value acceleration is more than EBITDA. It’s about confidence, reputation,...
by Clare | Mar 25, 2025 | Exit Planning
Nobody likes bad news! Especially when they have built a successful business and are ready to reap their well-earned rewards. Take the case of Sarah. Sarah had built her company from scratch, turning it into a $10 million-a-year powerhouse. On paper, Sarah’s success...
