Kim's Articles & Media

The Prerequisites and Attributes to Earning High Valuations

Every CEO eventually reaches a point where the future of the company stops feeling like a line item on a strategic plan and starts feeling like a deeply personal crossroads. Years of discipline, hard work, sleepless nights, and tough decisions have shaped the business you run today. When the time comes to explore valuation, transition,…

Two Key 2026 Compliance Shifts Every Business Owner Should Have on Their Radar

If you’re running a business today, you already know the pace of regulatory change can feel relentless. Just as you get one update under control, another one appears. But 2026 brings two shifts that are especially important because they affect your day‑to‑day operations and require action early in the year, not later. Even though January…

Passing the Torch or Dropping It? How to Plan Your Exit Right

When’s the right time to start thinking about succession? Many business owners wait for a calendar alert or a crisis to hit, but by then, it’s already too late. The truth is, succession planning isn’t just about retirement or selling the business. It’s about upholding business value today and creating options for tomorrow. In one…

Year-End Tax Planning for Busy CEOs

Strategic Moves to Maximize 2025 Savings As 2025 winds down, even the busiest CEOs and business leaders have a golden opportunity to pause and sharpen their financial edge before the year closes. Year-end tax planning goes beyond a box to check.  It is a great strategy to boost company cash flow, reduce potential tax liabilities,…

How to Align Your Financial Strategy with Long-Term Business Goals

As the year winds down and the excitement of a new year ahead looms, business leaders find themselves in a familiar yet pivotal moment: reflecting on the past twelve months while peering into the horizon of what’s next. It’s tempting to get swept up in the excitement of new goals, bold initiatives, and ambitious growth…

Q4 Advice for Business Owners

September Strategy: A Panel of Strategic Business Advisors Share Recommendations for a Powerful Q4 Running a business takes more than industry expertise, it requires ongoing reflection, performance measurement, and the ability to adapt in the face of any business climate. As we enter the final quarter of 2025, it’s a natural moment to pause, take…

Understanding The One Big Beautiful Bill Act

How CEO and CFO Collaboration Can Benefit Your Business The One Big Beautiful Bill Act (OBBB) has officially passed and for the last few weeks much of the public discourse has centered on household relief, however the real story for businesses lies in its strategic financial implications.  Let’s shed some light on the new OBBB…

Three Steps to Strengthen Your Company’s Financial Health

Running a business today can be a wild ride. Escalating costs, shrinking margins, fierce competition, tariff hikes, and numerous other pressures constantly test your resilience. Navigating these challenges can feel overwhelming, but there is good news! Strategic approaches exist that can turn economic obstacles into opportunities. By focusing on what you do best and applying…

What can you prune to promote strategic growth in your business?

Anyone that knows me knows that I am an avid gardener. I often find life, business and gardening lessons mirror one another.  Let’s take pruning, for example. It seems counterintuitive to cut off branches, leaves, or even roots to get larger, fuller plants. And yet, it is one of the most important tasks for a…

What’s the Best Way to Sell or Transfer Your Business?

Building and growing your business didn’t happen overnight. It took years of hard work, dedication, and many sacrifices along the way. The same goes for creating a solid transition and exit plan—it’s not something you can create in a day.  Yet, here’s the surprising part: A survey found that while 67% of business owners expect…

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