Insights

Thinking out loud.

Observations from 30 years of sitting in boardrooms and watching what actually works.

The three questions every board should ask before approving a strategy

Strategy

February 2025

The three questions every board should ask before approving a strategy

Most strategy presentations answer the wrong questions. Here's the framework I use to stress-test any plan in under an hour.

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Why most family business succession plans fail

Governance

January 2025

Why most family business succession plans fail

It's not about tax or legal structure. It's about conversations that weren't had. And by the time they need to be, it's often too late.

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What I look for in a management team when advising on M&A

M&A

November 2024

What I look for in a management team when advising on M&A

The financials are the easy part. The harder due diligence happens in the room, not in the data room.

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Market entry isn't a marketing problem

Market Entry

October 2024

Market entry isn't a marketing problem

Most companies entering a new market hire a marketing agency first. That's the wrong sequence. Here's a better one.

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The difference between a consultant and an advisor

Leadership

September 2024

The difference between a consultant and an advisor

One delivers a report. The other sits with you in the aftermath. After 30 years, I know which one I'd hire.

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When we need to grow faster is the wrong answer

Strategy

August 2024

When "we need to grow faster" is the wrong answer

Growth solves some problems and creates others. The question worth asking first: growth of what, exactly?

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