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Advisor Article
September 4, 2026
AI Governance That Works in Growth Companies 

By Dave Taddei  The economics of software are changing quickly, creating new choices for growth companies and their boards. For years, companies have relied on generic SaaS platforms because building custom software was simply too expensive. In the process, businesses often adapted their workflows to fit what I call artificial constraints – limits set by the software they were using, not by […]

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Advisor Article
September 4, 2026
The 5 Board Questions That Surface Risk Before Diligence Does 

By Jim Morozzi   Diligence has a way of finding the small cracks in a company’s foundation. Issues that seem manageable during the normal course of business can take on greater significance when a buyer begins looking closely. Left unaddressed, those vulnerabilities can raise questions about the strength, scalability, and long-term value of the business.  In my experience […]

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Advisor Article
August 5, 2026
When Ownership Starts to Fade: Board Interventions That Restore Alignment Before Scale Slows Down 

By Francesca Molinari  Boards routinely review financial performance, strategic priorities, capital allocation, and risk. Those discussions are essential, but I believe one of the strongest predictors of future performance often receives far less attention: whether decision rights remain clear as an organization grows.  As companies grow, decision-making naturally becomes more complex. Additional layers of leadership, more formal governance, and greater specialization […]

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Advisor Article
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 in stewardship and leadership. But that is where mine began. In 1998, more than 110 years after its founding and through the tenures of six leaders before me, I was handed the unenviable task of […]

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Advisor Article
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 often less certain about is whether that growth will hold up when a sophisticated buyer starts asking hard questions.  That gap matters more than most companies realize, and it tends to surface at the worst possible […]

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Advisor Article
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 decision that impacts business efficiency, productivity, and scalability. When evaluating systems such as ERP, CRM, SCM, or HCM, decision-makers must consider the immediate functional requirements and the long-term scalability and integration capabilities of these solutions.  […]

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Advisor Article
January 15, 2025
The Art of Networking: From Connections to Board Seats

By Bill Jones The old adage is true – who you know can be as important as what you know. Networking is a powerful tool, especially when aiming to secure a board seat. Research from Harvard, search firms, and executive- and board-related associations reveals that 70 to 90% of board seats are obtained through networking. […]

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