Have an idea for an Opportunity Zone (OZ) project?

Hi, Have an idea for an Opportunity Zone project? Opportunity Zones were created under the Tax Cuts and Jobs Act of 2017 (Public Law No. 115-97). Thousands of low-income communities in all 50...

Are you afraid to find out what you don’t know?

Are you afraid to find out what you don’t know? Creating and growing a business is hard and it’s even more difficult without having a good working knowledge of your financials. Many business owners...

Stuck On an Eight Lane Highway

Are you a business owner with lots of ideas but your head is spinning? Do you feel like you’re stuck in the middle of an eight-lane freeway? This is stressful and absorbs a lot of energy, time, and...

Are you running your business without a written business plan?

Napoleon Hill quote: “Plan your work. Work your plan.” Without a plan you are travelling on a journey with no road signs. Compare these 3 ways to get a plan organized so that you can do what you...
Stuck On an Eight Lane Highway

Stuck On an Eight Lane Highway

Are you a business owner with lots of ideas but your head is spinning? Do you feel like you’re stuck in the middle of an eight-lane freeway? This is stressful and absorbs a lot of energy, time, and brain cells. Here is a 3-step roadmap to help you move forward so that...

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Are You a Workaholic Business Owner?

Are You a Workaholic Business Owner?

Are you a Workaholic Business Owner? It seems like there is more and more to do with less time. Here are 3 ways to help you be more productive and have more fun! 1. Use a good Customer Relationship Management (CRM) tool. Personally, I use #cloze. This is where I can...

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How to Swivel During a Pandemic

How to Swivel During a Pandemic

Lessons Learned from a Mortgage Expert/Dynamic Networker Covid-19 has negatively affected many different markets across the globe including restaurants, car dealerships and small-town stores.  Thinking back to the beginning of 2020, if you had plans to purchase...

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