Peggy's Articles & Media
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…
Fourth Quarter Advice for Business Owners
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 stock of…
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 and…
8 Signs It Might Be Time to Sell Your Business
For many entrepreneurs, a business represents far more than a financial asset—it embodies years of vision, resilience, sacrifice, and personal investment. It is the culmination of strategic risk-taking, operational discipline, and emotional commitment. As such, the decision to sell is transformational. Timing that decision is paramount. The intersection of market conditions, business maturity, and personal…
3 Steps to Strengthen the Company’s Financial Health: A CEO’s Guide to Cost Leadership
Running a business today is a wild ride—escalating costs, shrinking margins, fierce competition, tariff hikes and countless other pressures that constantly test your resilience. Navigating these challenges can feel overwhelming. There is good news! Strategic approaches exist that can turn economic obstacles into opportunities. By focusing on what you do best and applying three key…
Is There a Perfect Buyer for Your Business?
The short answer? Yes—but finding them takes strategy and clarity. Selling a business is a big decision, and many owners feel overwhelmed by the process. The fear of selling to the wrong person, watching their company struggle post-sale, or simply not finding a buyer who aligns with their values can make the journey stressful. But identifying…
Beyond the Balance Sheet: Why Profitability Doesn’t Guarantee Cash
A few years ago, a business owner was introduced to an advisor who immediately noticed his success and confidence. His office was a reflection of his accomplishments—modern, bustling, and full of life. He greeted the advisor warmly and ushered him into the conference room, where they began discussing his business and the challenges he faced.…