The Lead Generation Equation

It’s important to think of lead generation as a starting point for ongoing relationships. This is where business owners so often go wrong–they get the lead and then they never follow up. Many owners give this critical first step short shrift. Lead generation is formulaic: Value received + Value promised > Investment + Information Leads […]

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cycle of business ownership

The Cycle of Business Ownership

According to a 2014 study, there are 4 types of business owners. Infusionsoft divided business owners into four categories: Freedom Seekers, Passionate Creators, Legacy Builders, and Struggling Survivors. While they identified these categories as personality types, it’s clear that these types are really just points within the cycle of business ownership. Business ownership is often […]

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Most business owners are happy to give lip service to the idea of integrity. Many of us would say that we act with integrity in our businesses. Today, I’d like to take a closer look at what this actually means. Integrity derives from the Latin integritās, meaning “wholeness.” According to the OED, the definition of integrity is […]

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selling business

Selling your Business

Most business owners looking to sell their business have one of two goals. 1. Maximize value for sale If you’re planning on selling your business, it’s obvious that you’ll want to maximize the value of your business. You’ll need to manage your operations for value. You’ll need to ensure that the business is poised to […]

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time for CFO

Do You Need a CFO?

Clients often come in believing that there’s a financial threshold for requiring CFO services; however, the complexity and volume of transactions is a much better way to determine when it’s time for a CFO. External pressure from banks, regulators, or suppliers is another sign. Rapid growth also indicates a need for CFO services–the business will […]

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The Art of Choosing: Cherrypicking your Projects

First, a word. It’s a business owners’ privilege to be able to decline projects. Of course, this privilege has its problems. To choose the projects that will best serve your business, choose the projects your business can best serve. This requires that you have an accurate picture of your business’ strengths and weaknesses. Identifying these strengths and weaknesses […]

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