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What does it mean to be FieldReady™?

Growing or selling a business isn't just the next step, it's an entirely different game. Discover what it means to become FieldReady™, why investors evaluate your business differently than entrepreneurs do, and how the FieldReady™ Assessment and Scorecard can help you prepare for your next opportunity.

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Exit Team Craig Doescher Exit Team Craig Doescher

When it Comes To Selling Your Business, Your Industry Doesn’t Matter As Much As Your Think

Many business owners believe they need an adviser who specializes in their exact industry. While industry knowledge has its place, it's rarely the factor that creates the biggest financial outcome. Learn why expertise in finance, transactions, and investor expectations often matters far more than speaking your industry's language.

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

The Importance of Anti-Lessons: Why Learning What Not to Do is Sometimes More Powerful Than Learning What to Do

The entrepreneurial journey is one of trial-and-error. If you’re like me and you studied business at a university, it takes about one day on-the-job in the “real world” before you realize that a lot of what you learned doesn't apply to the day-to-day life of most self-made business owners. 

I don’t want to take away from my undergraduate business education. I certainly learned a lot of the technical building blocks, accounting, financing, marketing, calculus, etc. But I really think it was in the workplace where I learned many of the most important lessons for business, and I think most business owners probably feel the same.

In this post, I want to talk about a certain kind of lesson that a lot of us find most impactful: the anti-lesson.

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

What Drives Us

What really drives business owners to keep going through risk, setbacks, and high stakes decisions? In this post, Craig shares three anonymized client stories that highlight the grit, perseverance, and ambition behind remarkable business journeys.

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Concepts - Accounting + Finance Craig Doescher Concepts - Accounting + Finance Craig Doescher

The Importance of Story Consistency

We had the term sheet. The finish line was in sight. Then a few minutes of casual, off-script conversation turned a confident lender into a hard “no.” This post breaks down the investor mindset—what bankers and buyers actually hear, why entrepreneurs accidentally trigger red flags, and how having a bilingual adviser at the table can keep your deal from getting lost in translation.

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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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