Big Enough to Matter, Small Enough to Care·Fort Lauderdale, FL
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Financial Guides

Playbooks for people who sign the front of checks.

The recurring decisions of business ownership — structure, money, people, protection — each with a clear-eyed guide.

Every business is unique; the decisions are not. These guides distill what thirty years of sitting beside owners has taught us about the choices every company eventually faces.

The strategy library

  • Starting a business the right way — the launch checklist: entity, EIN, licenses, accounts, and the setup mistakes that cost money for years.
  • Choosing your entity — sole prop, LLC, S-corp, C-corp: the real tax and liability differences, without the internet folklore.
  • Hiring your first employees — payroll obligations, contractor-vs-employee rules (where the penalties live), and what a hire truly costs.
  • Pricing for profit — fully-loaded costs, margin math, and why "busy but broke" is a pricing problem.
  • Managing cash flow — the 90-day forecast habit that prevents almost every cash emergency (see also our service).
  • Getting financed — what lenders weigh and how to package a fundable request (see Bank Financing).
  • Protecting the business — insurance layers, internal controls, and the documents every owner should have signed before they're needed.
  • Preparing your exit — value drivers, and why exits planned five years out pay best (see Succession Planning).
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