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Concepts - Accounting + Finance Becca Mowrey Concepts - Accounting + Finance Becca Mowrey

Profitable But Still Stressed? Why Growing Businesses Struggle With Cash Flow and the Operational Fix That Helps

Profit does not always mean peace of mind. Many growing businesses look healthy on paper but still feel constant cash pressure because invoicing lags behind the work being delivered. This is often the #1 Small Business Invoicing Mistake. In this post, Becca explains the operational billing issues that often cause the strain and the simple fixes that can help.

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Exit Team Craig Doescher Exit Team Craig Doescher

A Little Tough Love From Your Exit Adviser: How We Help Business Owners Avoid Paralysis by Analysis When Selling Their Company

If you’re selling your company, more information isn’t always better. One internet search can create a dozen conflicting opinions, and a whole lot of indecision as a result. Here’s how we educate owners without overwhelming them, narrow the field to a few great options, and help you make a decision you’ll be proud of.

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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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