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Insights & Resources

July 1, 2026

Leading What You’ll Hand Off: Stewardship Lessons from 110 Years of Independent Leadership

By William “Bill” Jones A dusty closet of long-forgotten oil portraits is not where you would expect to find lessons
June 19, 2026

Pricing Is a Strategic Decision, not a Sales Tactic 

By Syd Weinstein Most growth companies think about pricing too late, and for the wrong reasons.  It usually comes up
May 27, 2026

Value Creation Levers That Survive Diligence 

By Robert L. Reisley  Most founders and boards have a clear sense of what is driving their growth. What they are
April 22, 2026

The Discipline Gap: Why Growth Outpaces Operating Models 

By Thomas Anderson  Across a company’s life cycle, there are repeated moments where the organization will run up against skills
November 25, 2025

The Harmony Behind a Sound Business Plan

By Chuck Kerrigan We all love music, regardless of the genre. When we listen, we pick up melodies, individual instruments
March 9, 2025

SaaS Platforms and the Integration of Embedded AI: Best Practices for Success

By Bill Morgan and Hsing-Hsing Li In today’s rapidly evolving business landscape, selecting the right SaaS platform is a critical

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