Insights

Practical advice and seasoned perspective to transition business owners to the next phase of their life. 

The Durant Dilemma

When Ownership Becomes Extraction


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William C. Durant

The Iceberg and the Ice:

A Warning to Wealth Advisors

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Ship on iceberg

The Bannister Effect:

What Business Owners Get Wrong About Benchmarks

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Runners on track

“I'm in charge here.”

Four Lessons for Business Transitions

A cautionary tale for successful leaders.

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Alexander Haig at podium

Private Equity in Aesthetic Medicine: Key Insights with Stuart Smith


Listen to my conversation with Dr. Edwin Williams on the growing role of private equity in the aesthetic space.


I share my framework: “Three Basic Food Groups” that every business owner should consider. 

  • Is the business ready for a transition? 
  • Do you have the right advisors? 
  • Can you handle the deal? 



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For practical insights tailored to your situation, contact us.

For practical insights tailored to your situation, contact us.