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We're helping founders transform their vision into action.
To get started, take the FREE #VisionToLife assessment to see how you score on critical operating fundamentals.
https://t.co/9ofdHMiN00
Stop operating without a plan.
I know you're slammed with little bandwidth.
I know the daily fires feel endless.
But you only need to focus on four things:
- Get your vision out of your head
- Put people in their zone of genius
- Create clear operating rhythms
- Make decisions with data, not gut feel
I nearly lost everything operating without these fundamentals with my first startup.
Half of all businesses fail within 5 years, usually because they're playing whack-a-mole with problems instead of building systems.
Your team and family deserve better than gut-feel leadership.
Most small businesses don’t fail because of a bad idea—they fail because they run out of cash. I've lived it. It sucks.
If you want investors, funding, or just to stay profitable, you must understand financial statements.
In our new short course, "Financial Literacy: From Statements to Budgets" a VC-backed CFO, Chris Hartshorn and I walk you through everything step by step. By the end, you’ll know exactly how to decipher financial statements, track your money, and avoid mismanagement of cash - the #1 killer of small businesses.
No MBA required—just real-world financial skills, explained in plain English, not fancy jargon meant to confuse.
Improve your financial literacy for only $199—or break it into 4 easy payments of $49.
Link in bio.
Need to tighten up how you're operating but not sure where to start?
I've assessed hundreds of companies to get them on the right track. Invest 5 minutes and take this free blindspot quiz. You'll get a report in your inbox so you can start improving immediately.
https://t.co/BuuPwy583G
How to Be a Founder Who Actually Sleeps at Night:
- Get your vision out of your head and into a format your team can rally behind.
- Build real financial systems—budgeting and cash flow projections aren’t optional.
- Assemble an A-team that operates in their zone of genius.
- Centralize work in a platform like Asana or Notion—chaos isn’t a strategy.
- Install rhythms for quarterly planning and weekly meetings.
- Make decisions based on data, not gut feel.
- We ran our first company into the ground because we didn’t know what we didn’t know.
I nearly wiped out my retirement savings trying (and failing) to save it.
Now, I help other founders avoid those same mistakes.
The truth?
Half of all businesses fail within five years.
But with the right systems, you don’t have to be one of them.
The old startup mentality:
- Vision stuck in your head
- Running the business on instinct
- Hiding problems until they exploded
- Playing whack-a-mole with daily fires
- Hiring off Craigslist based on gut feel
The new operating mentality:
- Clear blueprint everyone can see
- Structured hiring process matching traits to roles
- Direct communication about challenges
- Regular planning rhythms and systems
- Making decisions with real data
Running my first company was terrifying.
I burned through much of my retirement nest egg trying to save it, unsuccessfully. There were many red flags along the way that I missed.
Now I help other founders avoid those same pitfalls by getting the fundamentals right first.
I've facilitated over 70 quarterly planning meetings—for my clients and my own companies.
I know how overwhelming it can be to get started. So much so that many businesses avoid it altogether, missing out on the clarity and momentum a well-run planning session can provide.
To make it easier, I created a Quickstart Planning Guide designed to help you take that first step. It’s free to download through this Friday, January 31st.
Link in bio to grab your free copy.
Wondering which operational blindspots are holding you back? We made this operational maturity quiz so you can find out and start improving immediately (in just 5 minutes), and it's FREE.
You can take the quiz here:
https://t.co/dU2Plsk7cH
My company assessment process from start to finish in 8 steps:
1. Start with the business blueprint audit
Check if it's stuck in the founder's head or documented clearly for the team
2. Review financial literacy
Verify they can read their P&L and manage cash flow - this is the #1 killer of businesses
3. Examine team structure
Map current roles against personality traits to ensure people are in their zone of genius - this is the hardest part to get right (without a system)
4. Assess planning & accountability rhythms
Look for regular quarterly planning and weekly check-ins
5. Evaluate operational systems
Identify where they're playing whack-a-mole with problems versus having solid processes & an effective tech stack
6. Check communication cadences
Verify healthy conflict resolution and clear information flow
7. Examine how well the business is instrumented with data
Ensure they're making decision off of valid information rather than gut feel
8. Create a roadmap for improvement
Document where they are and where they need to focus first, and then get to work
That's my proven process, developed after stepping in every pitfall possible with my own companies, and consulting for dozens of founders to guide them out of the weeds.
What's your approach to assessing business health & formulating a plan?
Feeling behind on your 2025 planning? Let’s fix that together.
Join me on Wednesday, January 22nd at Noon Central for a live training session: Quarterly Planning Made Easy.
This session is designed for anyone who hasn’t started planning yet—or feels stuck trying to get a handle on the year ahead. We’ll cut through the overwhelm and focus on a simple, actionable process you can start using immediately.
🎁 Bonus: All attendees will receive a free Quick-Start Planning Guide!
Click the link below to save your seat.
Let’s make 2025 your most productive year yet!
Register here: https://t.co/KdRoTTQP74