Resources to run a better business.

The Monthly Finance Meeting provides dedicated time to review monthly reporting and discuss any related issues. In order to conduct this meeting, your books have to be clean and closed for the month. You have to have a mechanism for generating finance reporting. Do these things, and you’re already ahead of many other businesses.

Here’s a simple tip you can implement in your business immediately. In your planning documents, use percentages for profits instead of dollars. This tweak is small but important because it changes how your team thinks about profit in your business.

If you’re looking for fresh inspiration in 2025, here’s my suggestion. Revisit what you learned in 2024. I guarantee there are more nuggets to mine and more information to soak up. And maybe, there’s a key takeaway that will change your business, just waiting for you. Something you didn’t see the first time that will finally “click.” In that spirit, I’m rounding up a few of my favorite posts from 2024. I know you didn’t read them all (we track that sort of thing), so here’s your chance.

Well, we’re here. The tail end of 2024. I took a look back at the past 12 months to see what nugget I could come up with for you. Was there a big takeaway, a major trend, over the past year? Yes and no. Sure, there was inflation, fears of recession, and an election. But what I saw in 98% of businesses, including my own, is that they have exactly one major challenge to overcome. Leads.

You know that saying about people who “wear multiple hats” in a small business? Sometimes, it’s said with an undertone of pride. This is a team that pitches in to get things done. Other times, it’s said—usually by business consultants—as a reminder that your company still has some growing to do. Because most advisors preach that the ideal situation is to have one role per team member.

Join Ryan Villanueva for a 1-hour webinar to discover a structured approach to scaling private equity portfolio companies with OKRs, CEO Coaching, and the Growth Method.

My son is getting ready to go off to college next year. So I recognize that any time I get to spend with him right now is a gift. About 3-4 times a year, we spend time together playing golf. I’m not a great golfer. Neither is Max. We have that in common. Another thing we have in common? Our attitudes determine a lot about our performance.

Join Eric Crews for a free webinar on how to manage conversations surrounding behavior issues, complex dynamics with stakeholders, terminations, and more. You'll learn how to approach sensitive conversations like these with confidence and tact, ultimately enhancing your impact as a leader.‍

I heard this great story from a client the other day. Well, it wasn’t great for him. He was dealing with a significant problem in his business. The story is about seafood, shrink, and scorecards. Here’s what happened.