A lesson I shared with my son that every founder should hear. To Reader the magnificent! Hope you're enjoying this second day of Fall. About 14-weeks until 2026. Not long ago, I was talking with my 13-year-old son about the habits that really shape us. Out of that conversation came a simple phrase that I ended up writing on a wall in my house: create more than you consume. It’s advice I want him to carry into life, but it’s also something I try to live out myself, and it’s just as true for...
about 1 month ago • 4 min read
Break the cycle before it breaks your margins. Hey there Reader the game-changer. Feast. Famine. Panic. Pitch. Repeat. It’s the cycle we fall into without realizing it. Slammed with work, revenue’s up, you feel unstoppable… so you stop prospecting as you’re too busy working and eating lobster. 🦞 Then the big project ends. Suddenly the pipeline’s empty and you’re in scramble mode. Pitch decks, late nights, big promises, hoping the next client lands. If it does, the whole thing starts again....
2 months ago • 4 min read
If you want to scale, a fear-based mindset won’t get you there. To Reader the Great! I’d spend every minute on growth if I could. This month, I’ve been paying attention to how often “playing it safe” gets praised in business circles. Founders saying things like: “We’re staying lean.” “We’re being conservative right now.” “We’re holding off, just in case.” And sometimes that’s smart. But a lot of the time, these are decisions made from a place of fear. “The man who chases two rabbits catches...
3 months ago • 4 min read
Slayer? To Reader the Splendid! I just got back from a much-needed break in Cabo with my family. Mexican meals dominated the agenda with ocean activities mixed in. It was the kind of trip where you stop hearing your phone buzz because you stopped checking it. And funny enough, that occasional stillness was exactly what I needed. As we are soon to head into another holiday weekend, I want to remind you of something: “Almost everything will work again if you unplug it for a few minutes,...
4 months ago • 4 min read
Let's Hit Refresh Hey Reader! Hope you're Memorial Day Weekend has been a good one! I have important info to share, a thing to give you and, as always, I will deliver everything as concisely as can be. This weekend, I'm reflecting on how the most successful business owners know when to pivot and especially how we, as a CFO firm, can help position them to do so. It became really clear that knowing your cash flow, at least for the next 13 weeks, is that crucial variable. Without it, you won’t...
5 months ago • 3 min read
April Showers Reader, the magnificent! Really hope you took some time off since last month's email. My fam and I took a historical trip to the Midwest (Chi > Springfield > St. Louis) and celebrated my birthday with my larger family in Lake Forest, IL. Great getaway. For this month's email, my recommendation is to stay lean, spend smart and keep your margins strong. You’ll not only survive, you’ll outpace those who don’t. Now let’s talk about how to do exactly that.👇 At the entrance to the...
6 months ago • 3 min read
Things Are Moving Hope your March is moving to plan, Reader! Speaking of moving, if you haven't taken time off recently, do it now. It's not always easy to do as a business owner but it's a good test to confirm that your org chart is working. My wife, our 12 13-year-old son and I are flying from LA, CA to my hometown near Chicago in a couple weeks to visit family. We're then driving to St. Louis (where my dad's side was from) with a brief stop in Springfield, IL to visit the Lincoln Memorial....
8 months ago • 3 min read
Smart to Restart You arrived alive in 2025, Reader! I hope you're off to a strong start and if not, that's okay. We're not perfect. Today is a great day to restart! Many here had a rough beginning of the year from the Los Angeles wildfires. Aside from lots of smoke and ash in the first few days, my family and I are good here in El Segundo. Not the case for many friends and colleagues. With them in our hearts... let's restart!👇 What's More Important Than Your Sales Pipeline? Here... Take It ⤵️...
9 months ago • 3 min read
You Need To Hear This Greetings Reader! I've been living in 2025 for the last few weeks so this isn't another lame wrap up or Happy Holidays email. You're too busy for that. Instead, I'm going to share something incredibly important with you to take into 2025. Maybe be an uncomfortable pivot for some of you, but you need to consider it... let's get into it!👇 Social Capital: The Currency Of The New Rich Update To My Personal Hub Top Articles For You This Month 🎁 A Gift as·TER·o·pre·NEUR (noun)...
10 months ago • 3 min read