Finance · 6 min read
The three numbers every owner should see weekly.
Most weekly reports have twenty numbers. That's about seventeen too many. Here is the short list we build with almost every client.
Request the full note
Finance · 6 min read
Strategy · 8 min read
Why most strategic plans die by March.
The plan is fine. The rhythm around it isn't. A short essay on the operating cadence that keeps a plan alive past the first quarter.
Request the full note
Succession · 10 min read
The five conversations to have before you sell.
A quiet checklist we use with owners two to five years out from a transition. Some of it is legal. Most of it is human.
Request the full note
Operations · 5 min read
The vendor list nobody has looked at in three years.
Where operating margin quietly leaves the building — and a simple audit any owner can run on a Saturday morning.
Request the full note
Leadership · 7 min read
Hiring a number two: the trap most owners fall into.
The hire is not the problem. The handoff is. What to prepare in the six months before the seat starts.
Request the full note
Practice notes · 4 min read
Why we cap the practice at twelve clients.
A short answer to a question we get every week: how do we keep quality high while staying small? The math is boring but honest.
Request the full note