Dalton — I recently had the opportunity to spend a few days in tropical and exotic Cleveland, Ohio. A small group of other Certified Exit Planning Advisors and myself met to discuss our work with businesses—growing them, turning them around, managing operational and team inefficiencies, and more. I started doing this sort of work, first for my own company, more than a decade ago. Since then I’ve been helping our business-owning clients with these tasks and also using this information for identifying sound investments. Most folks who would be interested in my continuing education in the world of business growth acceleration would be CEOs, COOs and owners. But it’s not just a business conversation, it’s an investment conversation.
Insights & Advice
More Articles
Climate change is costing billions
by Bill Schmick
In 2021, worldwide, the costs of the ten worst disasters caused by climate change totaled more than $170 billion. It was the fourth time in the last five years that we have suffered that level of damages. Scientists...
The top financial searches of 2021
by Allen Harris
The thing about investing is that it’s a lot easier to look back than forward. I will take the easy way out and talk about what was interesting in 2021. The website Investopedia has more than 20 million monthly readers....
My dog’s medical bills are higher than mine
by Bill Schmick
On the surface, it was a good year if you were in the veterinary business. Year-over-year sales grew by 9.1%, while patient visits increased by 3%. For pet owners, however, not so much. Owners found that the cost...