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...
Creating a Top-Down Plan That Sticks

Creating a Top-Down Plan That Sticks

Imagine building this bridge with no pics and no plan.  No research, no second opinions. This is what we mean by Top-Down – starting from “what it looks like” to adding in all the details, to adjusting with improvements that make it better.  In this blog we use the...

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Making the Second Million

Making the Second Million

In looking back and planning ahead, I realized that in the year 2000, I had a million dollar estate.  This included about $250k in real estate, $250K in IRAs, and about $500K in stocks, bonds, and money market account.  This helped me get comfortable with leaving a...

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