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Free resources to help you grow a valuable business.

If you are looking to sell or exit your business, there are ways to build value into your company to get the most out of the sale.  The free digital downloads below offer insights on how to start and grow a sustainable and valuable business.

If you want more information, please reach out to one of our business advisors to book a one-on-one consultation. 


Monkey Mind: Navigating the Emotional Highs and Crushing Lows of Building a Successful Business

Building a successful business is not merely a journey toward financial independence; it’s a personal voyage laden with a spectrum of emotions. There are periods of exhilarating highs, when your dreams seem within grasp, and, inevitably, gut-wrenching lows, when the pitfalls of business hit hard. It’s essential to remember that navigating this emotional odyssey is as crucial as managing your business operations. 

In this eBook, you will learn the tools to help emotionally equip yourself for the thrilling rollercoaster that is entrepreneurship including: 

  • How to temper the highs and lows. 

  • How to separate your identity from the work that you do. 

  • The importance of finding your tribe. 

Endgame: A Business Owner's Guide for Deciding When to Sell

If you’re like a lot of founders, you’re probably trying to time the sale of your business to coincide with the top of an economic cycle.   Given today’s headlines, you may be wondering if you have waited too long.  However, timing the market is a fool’s errand, and contemplating your endgame requires a completely different approach.  

In this eBook you will learn alternatives to timing the market, including: 

  • When you’re risking your financial freedom. 

  • Before you’re sick & tired. 

  • When there’s something else you want to do. 

  • When you’re on a winning streak. 

The Yes Box: How Step-Change Thinking is Key to Growing Sales in a Shrinking Economy.

What do Airbnb, MailChimp, Microsoft, and Uber have in common?

They all started in an economic downturn. While recessions can be brutal, they may also be the catalyst for innovation. This eBook offers tools you can use to reinvigorate and expand your business -- while others prioritize survival and preservation.

In this eBook you will learn how to:

  • Approach your industry in a new way called, "Step-Change Thinking”.

  • Feel at ease by understanding the cyclical nature of recessions.

  • Avoid the urge to take the wrong approach. 

  • Gain inspiration from companies that successfully made step-change improvements.

  • Spark innovation in your business through an exercise called "The Yes Box".

The Freedom Point: A Financial Planning Guide for Business Owners

As business owners, you typically face two difficult choices: when to sell your business and at what price. Selling your business may seem far off into the future, but if exiting your business now would give you the financial resources to do whatever you want, it may be worth considering sooner than feels natural. 

This eBook offers a simple methodology you can apply to reach financial independence – what we call The Freedom Point. You may be closer to a carefree life than you think.

You'll discover:

  • How to determine if you've passed the Freedom Point.
  • A step-by-step process for calculating your Freedom Point.
  • 3 financial options faced once you’ve reached the Freedom Point.

The Definitive Guide to Standard Operating Procedures

Why did you start your business? Was it because you had an idea? Were you striving to become rich? Or was it out of necessity?  While these are all common inspirations for starting a business, most people choose entrepreneurship because they want the freedom to decide what to do with their time and energy.  If freedom is your goal, SOPs are essential. 

Download this free e-book to learn how to provide your customers with a consistent experience, minimize your time spent problem-solving, ways to train new and existing employees, and more

The Owner's Metric: The One Number you need to Be Truly Free

While you can’t buy happiness, you can buy personal freedom. 

It comes from having enough wealth set aside that your work becomes a choice, not an obligation.  The fastest way to build the wealth you need to do “whatever you want whenever you want to”?  Focus on the Owner’s Metric

Download this free e-book to learn how to buy freedom, eight attributes that drive the value of your company, and more.

8 Ways to Re-Invent Yourself in a Crisis

Veterans refer to “the fog of war” to describe how difficult decision making can be when you’re on the battlefield with imperfect information. Sometimes the obvious answer in retrospect is not so apparent when you’re in the throes of a crisis which is why we wanted to share the stories of eight owners who took bold and decisive action at a time of deep economic uncertainty.

Download this free e-book to learn how to emerge from a crisis with a more durable and valuable company.

The Exit Checklist: A 5-Step Personal Action Plan

Here is a checklist on how to have a happy and lucrative exit from your business.

As an owner, you’re ready for almost anything. But recent data shows that even the most affluent and successful founders struggle with one common problem: the regret of how they handled leaving their company.

Download this free e-book to discover the five steps needed to answer the question, "Are you read to Exit?"

The 4 Degrees of Delegation

As a business owner, your instinct may be to oversee every detail of your company. While this has led to your success, fighting fires and answering mundane questions creates a bottleneck. The hallmark of a valuable company is one that can thrive without you.  How do you get there?  Master the art of delegation. 

Download this free e-book to learn what to avoid, how delegation affects your company's value, and more.

How your Greatest Strength Becomes a Debilitating Weakness

In a study of 23,158 companies, we found 40% of business owners have one thing in common. They are Rainmakers – the primary revenue driver for their company. Rainmakers are exceptional at rapidly accelerating business growth, but our data suggests they eventually hit a ceiling. Revenue stagnates and business value plateaus, forcing owners to confront the Rainmaker’s Dilemma. 

The solution? Become an Architect.  

Download this free e-book to learn about the characteristics of a Rainmaker, the one problem Rainmakers encounter, and more.

 

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