Archive | March, 2018

Have the Hard Conversation

My blog topics are based on experiences serving my clients. When something happens two or three times in a short period, I note a trend. And if I note a trend, I figure that there are probably others who are facing similar challenges. The topic becomes an article. Such is the case here. Communication My […]

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A Consultant’s Manifesto

At the start of each new year, I like to pause to reflect, reset and think about what specific goals I want to set for the coming year. To do this, I borrow Simon Sinek’s tagline, ‘Start with Why.” Why I work with business owner/operators with revenues between $1 million and $50 million because I […]

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SRO Budgeting and SMART Goals

It is the time of year when most companies are doing their budgeting for the next year. This can be a frustrating and time consuming exercise. It is also important. Does every company need a budget? I don’t think so. Smaller companies, where the owner is very close to the transactions, may not need a […]

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Incentive Compensation Plans

The Puget Sound area is enjoying an economic boom. The downside for most employers is finding and retaining good employees. Perhaps this is why I have had so many questions from clients recently about designing Incentive Compensation Plans. Usually my clients propose a complex plan with many factors contributing to the incentive compensation. Often the […]

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Having a Good Relationship With Your Bank

For most individuals and small businesses, a bank is where they have their checking and savings accounts and maybe a credit card. Maybe you’ve even got a signature line based on your good credit. But for wealthy individuals and businesses, their bank should have a bigger role. Any business needs capital. That comes in two […]

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