A collection of books we’ve written to help you achieve your financial goals.
Having advised hundreds of executives and entrepreneurs over the years, we know there are multiple considerations and possible paths between "here" and the achievement of your financial goals. By following a fictional couple and their family as they wind through a path of poor financial choices, it will become evident how important well-structured guidance is to achieving positive outcomes.Order Now
Every good business owner has an operational plan--but only 17% create a fully articulated transition strategy. This book shows you how to craft a robust transition strategy that considers your business, personal, familial, and community needs.