Strategies, Resources & Training to Help You Create A Passive Income Strategy

How To Sell Your Business For Maximum Value (Retirement Series - III)

Being a business owner or entrepreneur means you have choices for early retirement that most people only dream of.

If your plan is to sell the business and retire early, here is everything you need to know to get started... Continue Reading

How To Hire A Team And Escape The Worker Bee Lifestyle (Retirement Series II)

If you're like me...retirement doesn't appeal to you that much.

You LOVE what you do, love your clients, and the idea of working until the day you die makes you happy!

What DOES NOT make you happy is the mundane day-to-day tasks.

Is there a form of retirement for us? How about having a team so you can escape the Worker Bee lifestyle and only do the things ONLY you can do.... Continue Reading

How To Pass Your Business On To Your Kids (Retirement Series I)

If you are like most family-owned businesses, your family relies on your income. And so in order to be truly financially responsible, you have to have a plan in place for your exit.

If your plan is to pass the business on to your kids, then here are some tips on where to start... Continue Reading

How To Ethically Use Other People's Money To Grow Your Business

A typical woman when she wants to buy something - her first thought is to pay for it herself.

As a business owner, she wants to expand her business by buying a new building, with buying new equipment like laptops, and her first thought is to dip into her own pockets.

This is the WRONG MINDSET that holds so many business owners back.... Continue Reading

How To Pay Off Debt Without Avoiding Lattes!

In 2018, Ben and I made a career shift that 10x'd our income overnight. That was great, but a bit overwhelming and we both started spending...and spending. Soon, our expenses exceeded our income!

That's when Ben invented The Financial Grip™ System of Budgeting... Continue Reading

What's A "Fiduciary" And Why You Want One As Your Business Financial Advisor

Fiduciary comes from the Latin word fiducia'  which means "trust" - it is a person or organization that acts on your behalf and is legally bound to act in your best interests. 

Making sure your business financial advisor is a fiduciary means you are protected against any potential conflict of interest... Continue Reading

7 Reasons You NEED To Build A Side Hustle or Business

In late 2018 I sat down with my husband Ben and made a big long list of all the things we want to accomplish before we kick the bucket. Making a bucket list is a very fun thing to do - it gets you dreaming big and thinking outside the box your normal life fits into.

But most people stop there and put that list in a drawer or on a shelf to grow dust.

In my normal go-getter style, I wasn’t satisfied with that! I wanted to work out HOW to make these happen before we retired... Continue Reading

How To Plan For Retirement As A Small Business Owner

If you are a family-owned and run business, there are a lot of people relying on you for their livelihood: your loved ones, your employees, your clients, etc.

It's such a huge responsibility, and that's why so many business owners are concerned about what will happen to the business when the owner retires, exits, or passes away... Continue Reading

How to Hire A Great Culture Fit For Your Business

It's such a Catch wouldn't need to hire if you weren't so busy, but now you're too overwhelmed to spend time on hiring & training new staff! The way to solve this all starts with... Continue Reading

The Biggest Mistake Companies Make When Trying To Be Inclusive

In the past couple of years, diversity, equity and inclusion in the workplace have become hot topics. DEI is a buzzword you've probably heard... sometimes accompanied by other new terms like "microaggressions" and "unconscious bias".... Continue Reading

How to Prepare For Employee Time-Off Requests Over The Holidays!

Every year, around the holidays business owners prepare for what I like to call "The Mass Exodus"; the multitude of time-off requests from employees! How do you keep a business functioning at the busiest time of the year... Continue Reading

5 Strategies To Improve Your Profitability

Many business owners I work with start out with a similar story: You're working longer hours than you like, making less than you should, and not able to prioritize things like family-time, self-care or knock things off your bucket list... Continue Reading