Kim's Articles & Media

Turning Growth Into Value: What Every Scaling CEO Needs to Know

The United States is home to more than 6 million employer-based small businesses, yet fewer than 10% will ever grow beyond 20 employees. What keeps so many companies from reaching the next level? For many CEOs, growth creates a new set of challenges. The systems that worked with 10 employees begin to break down with 25.…

A Step-by Step Approach to Identifying KPIs that Actually Drive Your Business Forward

Dashboards, departmental reports, weekly updates, and ad hoc spreadsheets all compete for leadership’s attention across the business. Rarely is the challenge a shortage of numbers. More often, it is a matter of focus: identifying which metrics genuinely determine performance, and giving those the closer attention they deserve. Over years of working directly with business owners…

Why Growing Businesses Outgrow Their Own Systems

And What to Do About It Every growing business hits a wall at some point. It is usually because the internal machinery holding everything together simply was not built to handle more. The rhythm usually falls into a pattern that starts with orders slipping through the cracks. Approvals sit in someone’s inbox for three days.…

Thinking About Selling Your Business?

Picture the Finish Line At a Glance 73 million Baby Boomers will retire in the next several years.1 Baby Boomers own more than 4 million privately-held businesses. They employ between 60–70% of all U.S. employees. 49% of surveyed business owners lack knowledge of the market value of their business.2 Selling a business for top dollar…

7 Myths That Keep Business Owners From a Successful Exit

Earlier this year, I spoke with a business owner who had built a profitable and strong company over three decades. He told me he planned to start thinking about his exit once he was “a year or two away from retirement.”   When we reviewed his financials and operations, he realized that waiting to make a…

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…

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