Insights
Practical advice and seasoned perspective to transition business owners to the next phase of their life.
The Business Wisdom of
Mary Poppins
The Room Where the Songs Were Written
Chess Not Checkers
Why Experience Matters in a Business Transition
The Durant Dilemma
When Ownership Becomes Extraction
The Iceberg and the Ice:
A Warning to Wealth Advisors
The Bannister Effect:
What Business Owners Get Wrong About Benchmarks
“I'm in charge here.”
Four Lessons for Business Transitions
A cautionary tale for successful leaders.
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?








