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Tips Tricks + Strategy Craig Doescher Tips Tricks + Strategy Craig Doescher

Join Us for The 3rd Annual Business Owner Forum Presented by the Exit Planning Institute

What started in 2023 as an experiment of bringing together business owners in a confidential, no-pressure environment has grown into an annual gathering of business owners and their professional advisers seeking to navigate the terrain of building, scaling, and eventually exiting their companies.

We’re thrilled to announce the 3rd Annual Business Owner Forum, happening Thursday, November 13, 2025, from 8:00 AM – 12:00 PM at the beautiful Orchard Lake Country Club in Southeast Michigan.

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Concepts - Accounting + Finance Jordan Schwass Concepts - Accounting + Finance Jordan Schwass

Why Your Cashflow Matters More Than Ever During the Automotive Industry Disruptions

The automotive industry’s once-reliable supply chains are facing unprecedented challenges—from semiconductor shortages to rising logistics costs and tariffs. For small to mid-sized suppliers, these disruptions create ripple effects that can choke cash flow and threaten survival. Learn how to protect your business and keep operations moving, even in uncertain times.

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Tips Tricks + Strategy Craig Doescher Tips Tricks + Strategy Craig Doescher

Approaching Changes in the Political Landscape

Politics might not be your favorite topic, but it’s one your business can’t afford to ignore. From shifting subsidies to evolving regulations, political forces can significantly impact your company’s value and stability. In this blog post, we explore how to recognize political vulnerabilities in your business model, avoid overreliance on temporary programs, and ask the right questions to safeguard your future.

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Tips Tricks + Strategy Craig Doescher Tips Tricks + Strategy Craig Doescher

How Does International Trade Affect You?

International trade might seem like a distant concept, but its effects are closer to home than you think. In the US or North America, there are simply many items that cannot be acquired locally. Our interdependence is here to stay. Even if you yourself don’t import or export something, your suppliers or clients probably do, and this can have a big impact on your bottom line.

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Tips Tricks + Strategy Sandy Esraeil Tips Tricks + Strategy Sandy Esraeil

AI for Business Owners: A Guide to Working Smarter, Step by Step

Running a small business means juggling endless tasks, but AI can help you work smarter, not harder. AI isn’t about replacing people—it’s about eliminating repetitive, time-consuming tasks so you can focus on growing your business.

Learn how to automate emails, streamline research, and simplify your to-do list with AI—no tech expertise required!

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Jordan Schwass Jordan Schwass

FP&A for Beginners: Small Business Owners Edition - The Most Important System For You To Set Up This January

As a small business owner, you may be asking yourself “What the heck is FP&A and why do I need it?”

Financial Planning and Analysis (FP&A) refers to the process of budgeting, forecasting, and analyzing financial data to guide business decisions.

It’s more than just looking at your P&L (Profit & Loss) and sending your numbers over to your accountant: it’s a way of ensuring that your business’s financial health is closely monitored, plans are in place for growth, and adjustments are made as needed.

This guide will show you how to set up an essential FP&A system for your business.

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Tips Tricks + Strategy Sandy Esraeil Tips Tricks + Strategy Sandy Esraeil

The Secret Weapon of High-Performing Teams: Why You Need a Work Management System (WMS)

In today's fast-paced world, high-performing teams rely on powerful tools to stay organized and efficient. Discover the secret weapon that can transform your team's workflow: a Work Management System (WMS).

Learn how a WMS can boost communication, streamline projects, and unlock unprecedented levels of productivity. This blog post will explore the key benefits of implementing a WMS and guide you in choosing the right solution for your business needs.

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Ryan Scheidemantel Ryan Scheidemantel

Why Your Business Is Like My Too-Small Bungalow (And What To Do About It)

You’re not sure you want to sell your business any time soon.
You’d love to hold onto it, but it’s giving you headaches.

It keeps you up at night like the little drips that fall from your leaky bathroom faucet. 

I’m going to encourage you to go ahead and make whatever fixes you can, right now. This ultimately will make your business more sellable down the road, AND it makes it more enjoyable to run today. Read on to find out how!

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Tips Tricks + Strategy Sandy Esraeil Tips Tricks + Strategy Sandy Esraeil

Multiplying Hours in the Day: One Business Owner’s Journey

Are you a busy entrepreneur drowning in a sea of administrative tasks? You're not alone. One business owner found themselves working late nights and sacrificing precious family time. But by making a strategic decision to delegate, they reclaimed their time and supercharged their business. Learn how they did it and discover 10 ways you can too.

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Exit Team Craig Doescher Exit Team Craig Doescher

How to Exit Your Business with an Uncooperative Partner

Business partnerships, like any relationship, can evolve and change over time. What started as a promising collaboration may face challenges as circumstances shift and goals diverge.

It's essential to have a clear plan in place for navigating these potential conflicts. A well-crafted buy-sell agreement can provide a framework for addressing disagreements and ensuring a smooth exit if necessary.

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Tips Tricks + Strategy Sandy Esraeil Tips Tricks + Strategy Sandy Esraeil

3 Ways an Assistant Can Lighten Your Workload Immediately

If you’re like most business owners we work with, by the time you think about hiring someone to support you, you probably already feel pretty stressed and overloaded. Maybe you wish you’d hired someone six months ago!  It’s tricky because hiring someone to help (who you’ll have to train), is often just one more daunting task to business owners who already feel stretched too thin.

Here’s a glimpse of some simple tasks that you can get off your plate immediately to open up more time in your life and business for the things that matter.

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Evolve Ryan Scheidemantel Evolve Ryan Scheidemantel

Why You Need a CRM Tool

Overall, if your business is growing and sales are coming in, you have a feeling that your sales team is performing well. If you’re getting new inquiries, you probably have a sense that your marketing efforts are working. Without a CRM in place, the owner will be mostly leading their salesperson off of how things feel, rather than based on reality. With a CRM, key metrics will be defined that allow leaders to point their teams in the right direction of the actions that lead to new business.

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Concepts - Accounting + Finance Jordan Schwass Concepts - Accounting + Finance Jordan Schwass

Why You Need A Budget & How To Get Started

As a business owner you’re all too familiar with the phrase, “Every penny counts.”

You understand what’s at stake. Your payroll numbers are attached to real people: people who sit across from you in the lunchroom, work beside you on challenging projects and celebrate alongside when the Lions win! 

The weight on your shoulders as a business owner can be heavy. Having spent much of my career working alongside business owners like yourself, I know from first hand experience just how much of that weight can be lifted with simple easy to implement tools like a zero-based budget. 

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Exit Team Craig Doescher Exit Team Craig Doescher

The Emotional Side of Exiting Your Business

Being a business owner is an intense and unique experience, filled with both triumphs and challenges. As you consider exiting your business, it’s crucial to address the emotional side of this transition. Discover strategies for managing your feelings, envisioning your future, and finding support during this significant life change.

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Exit Team Craig Doescher Exit Team Craig Doescher

Data v. Information

Many of the brightest visionaries and business owners I know have gotten to where they are on pure grit, intuition, and hard work. However, the time comes when they are ready to reach even higher heights, and leveraging data into information can supercharge the journey. 

Shifting from collecting under explored data to arming you and your business with this predictive information empowers you to tweak your business operations in real-time rather than waiting for next month to see your financial results or worse yet never doing this analysis in the first place.

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Tips Tricks + Strategy Craig Doescher Tips Tricks + Strategy Craig Doescher

Why You Need a Succession Plan Long Before You Plan to Exit

For the first time in months, you open up your desk and pull out your notebook with your priorities listed. Amidst a list with some items crossed off as done and others awaiting your time and effort, one stares you right in the face: “succession plan”.

Every time you consult your list you see that one and then pick something else to work on. Planning your exit is something that just never seems to reach the top of your priority list. It’s never the right time to deal with this one, so you’ve ignored it.

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