This Morning’s ProVisors Meeting = Trust in Action
Testimonials. Thank-yous. PayDays.
When members consistently refer each other, you know the trust is real.
Shout-out to Charl Riggs for the best testimonial to Scott Boyer — and scoring a PayDay!
We also stared our client case study series — real stories, real problems, and how we fix them.
I kicked off the series by opening with the reality seen in business sales:
- Failed seller carrybacks
- Family/employee transitions gone wrong
- Unmet expectations around value or future lifestyle
…and then walked through a successful process that avoided those pitfalls.
Other highlights:
- Gary Leneway – The right tax strategy saved hundreds of thousands
- Rachel Durkot – Fractional CFO & compliance support for businesses
- Keith Klein – Helping high net worth families, even educating the kids on cash, stocks & bonds
Hearing these stories reinforced that across every field — M&A, tax strategy, compliance, family wealth — the wins come from planning early, anticipating risks, and addressing them before they turn into expensive fixes.
That’s why we meet, connect, and share openly in ProVisors — because the best solutions happen before there’s a problem.