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The Wheel of Success

3 min read

Unlocking Profit and Growth for Small Businesses: The Wheel of Success Series, Part I

Introduction Welcome to the first in our Wheel of Success blog series! If you're serious about taking your small business to the next level, you're in the right place. Today, we’re diving into powerful strategies that help our clients achieve two...

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rom Cannabis to Community: How a Shift in Focus Sparked a Mission to Revitalize Urban America

4 min read

From Cannabis to Community: How We’re Revitalizing Urban America with Purpose-Driven Investment

Introduction In a world of booming industries and rapid change, it's easy to get caught up in the excitement of the next big thing. For me, that...

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A man in his late 30s, deeply reflecting on how he almost went bankrupt.

4 min read

How I Almost Went Bankrupt and Found My Miracle: My Journey with Profit First

Introduction Let me take you back to July 2023, a time when I was on the brink of financial disaster. This is the story of how I nearly lost it all...

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Business Improvement Process: Your Roadmap to Profit and Growth

3 min read

The ITB Business Improvement Process: Your Roadmap to Profit and Growth

Introduction No founder should embark on their business journey without a clear strategic, financial, and operational plan. Just as no airplane takes...

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3 min read

The Wisdom Pyramid

The 9 Principles provide a framework for fulfilling any business goal and working through any business problem. Once again, however, there are no pat...

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3 min read

9 Principles of a Profitable Business: Achieve Sustainable Success

Introduction A principled approach is crucial for business success. As an investment advisor and business consultant, I've seen how following core...

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Tax Planning vs. Tax Preparation: What's the difference?

3 min read

Tax Planning vs. Tax Preparation: What's the Difference?

Introduction I often tell my clients, "Do you know the difference between 'tax planning' and 'tax preparation'?" Usually their response is, "No,...

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3 min read

Building a Restaurant to Sell: Essential Strategies for Maximum Value

Building a restaurant with the intention of selling it for maximum value requires strategic planning and meticulous execution. In this guide, we will...

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