Resources
2 min read
The Importance of Financial Leadership in Business

May 8, 2025 by Eric Schultz

By adopting simple AI tools, teams can free up valuable time and energy, leading to improved productivity and more satisfying work experience. Why It Matters Strong financial leadership is a critical component of business success. It goes beyond...
2 min read
Using AI with Teams: A Practical Guide

Apr 9, 2025 by Marc Pozzuoli

By adopting simple AI tools, teams can free up valuable time and energy, leading to improved productivity and more satisfying work experience. Why It Matters Integrating artificial intelligence into everyday work routines is about finding...
2 min read
Successful Business Partnerships: A Practical Approach

Mar 5, 2025 by Eric Schultz

Building a strong foundation for the future of a business partnership is key to success. Why It Matters A strong business partnership starts with clear discussions about work habits, expectations, and long-term goals before any formal agreement is...
2 min read
AI Use Policy

Feb 3, 2025 by Marc Pozzuoli

Incorporating artificial intelligence (AI) into your small business requires clear guidelines to ensure it is used responsibly and effectively Why It Matters A well-defined AI use policy sets expectations, mitigates risks, and maximizes the benefits...
3 min read
Communication Plan

Jan 6, 2025 by Laurie Taylor

Clear communication between managers and employees boosts engagement, trust, and performance. Poor communication often drives employees to leave. This guide outlines a 10-step plan to improve communication and keep your team aligned. Why It Matters...
3 min read
Unclear Values

Dec 16, 2024 by Laurie Taylor

Beliefs create filters that develop patterns that drive behavior. If you understand this simple sentence, a world of knowledge opens up. Why It Matters Beliefs and values are developed early and are influenced by people, environment and experiences....
5 min read
AI for Business Owners

Nov 22, 2024 by Marc Pozzuoli

For business owners, every minute matters. Running a business means constantly juggling tasks, managing a team, and making decisions to keep things moving forward. Integrating AI into your daily operations is a powerful way to work more efficiently,...
4 min read
Choosing the Right AI Software

Oct 8, 2024 by Marc Pozzuoli

Selecting the best AI software for your business can make a big difference in productivity, security, and overall efficiency. But with so many options out there, the process can feel overwhelming. This guide will walk you through each step to help...
4 min read
Making AI Useful For You

Sep 18, 2024 by Eric Schultz

Running a business isn't easy. But there are tools that can help. AI can reduce complexity, improve efficiency, and help your company scale faster. By integrating AI into your daily operations, you can transform your business, improve productivity,...

Business Management (2)

Post-it Notes Lined Up

3 min read

Short-Term Thinking Is a Death Knell in a Tight Economy

Picture of Laurie Taylor Laurie Taylor: January 1, 2024

Educating employees about profit drivers—volume, price, and cost—transforms them into active participants in the company's success. Supporting long-term growth even in economic downturns.

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2 min read

Processes as A Path to Innovation

Picture of Eric Schultz Eric Schultz: November 1, 2023

Processes are often viewd as barriers to creativity. But the opposite is true. A well-designed process is a jumping point for optimization and innovation.

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Pointing at Business Graph

3 min read

Values-Driven Decision Making: Letting Core Values Guide Your Business

Picture of Marc Pozzuoli Marc Pozzuoli: May 1, 2023

Core values are essential to a business's DNA, guiding decisions and shaping culture. They go far beyond words on a wall but act as a foundational element for sustainable success and integrity.

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4 min read

Putting a Name to Pain: Managing Through the Flood Zone

Picture of Laurie Taylor Laurie Taylor: February 1, 2023

Follow one owner’s journey through the 'Flood Zone' of business expansion. See the shift needed from working harder to working smarter, emphasizing strategic growth and the implementation of sophisticated processes.

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Business Leader Problem

3 min read

Why Going Solo Fails Business Leaders

Picture of Eric Schultz Eric Schultz: October 3, 2022

Business owners often operate with no support. There are limitations to what an owner can do on their own though. Ultimately, their ability to make strategic decisions suffers.

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3 min read

Revitalizing Your Business Model for Sustainable Growth and Profit

Picture of Jordan Roberts Jordan Roberts: July 4, 2022

Adapting business models is a necessary step for growth. Operational and financial strategy, employee involvement, and technology integration all need updates periodically to meet market demands.

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3 min read

Fine Tuning Your Focus: 3 Secrets to Business Clarity

Picture of Laurie Taylor Laurie Taylor: March 7, 2022

Focus insights guide business owners with strategies to clarify vision, define values, and set clear expectations. These insights pave the way for sustained growth and focus.

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Becoming a Peer Group Leader

Learn from a panel of executives from some of the top peer groups to speak about their models and how to become a chair with their groups.

Exploring Peer Groups

Learn more about peer groups and how they can support you from a panel of chairs and facilitators from some of the largest peer groups in the nation. 

Working with a Fractional CFO

Learn how Fractional CFOs can bring the insight and clarity you need to make good decisions from a panel of Fractional CFOs.

Building a Better Business

Learn from operating system experts on how to build a better business and understand how frameworks like EOS, System and Soul, and Scaling Up can streamline operations, improve team cohesion, and drive sustained growth.

Expand Your Toolkit

Learn from a panel featuring leaders from the Exit Planning Institute, LXCouncil, and 7 Stages of Growth to discover how certifications can boost your advisory capabilities, deepen client relationships, and generate ongoing revenue.

Building a Valuable Business

Learn from a panel of Certified Exit Planning Advisors (CEPA) how creating an exit-ready business benefits you now, ensuring your business operates smoothly without your daily involvement and is built to withstand challenges.

Construction leaders must drive efficiency to be competitive. 

Discover how AI can transform your construction business with insights on improving efficiency, enhancing safety, and building an AI-empowered team.

How can AI fit into your role in construction? 

Learn how AI can enhance your role in construction with practical insights on getting started, improving daily workflows, and real-world examples of AI driving team success.

AI for Business Owners

Discover how AI can transform your business with actionable strategies for implementation, practical examples of adoption, and insights on leveraging AI to support various business areas.

Working with a Fractional CFO January 2025

Learn how Fractional CFOs can bring the insight and clarity you need to make good decisions from a panel of Fractional CFOs.

Do More With Less With AI

Discover how AI can work for your business in this interactive workshop. You'll create a personalized AI use policy tailored to your needs, using your preferred AI tool in real time. Walk away with a functional policy you can implement immediately to enhance efficiency and productivity.

Successful Business Partnerships

Learn how to build a strong business partnership from a panel of experts, a business attorney, wealth manager, and business coach, who share how to define roles, protect your interests, and avoid common disputes.

AI at Work: The Construction View May 2025

Explore how AI is actually being used in construction from professionals testing it in real-world settings—what’s helping, what’s not, and how they’re keeping the human touch.

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conversation
2 min read
The Importance of Financial Leadership in Business

May 8, 2025 by Eric Schultz
2 min read
Using AI with Teams: A Practical Guide

Apr 9, 2025 by Marc Pozzuoli
2 min read
Successful Business Partnerships: A Practical Approach

Mar 5, 2025 by Eric Schultz
2 min read
AI Use Policy

Feb 3, 2025 by Marc Pozzuoli