You think your 401(k) is fine. The buyer thinks it’s fine. The due diligence team starts digging… Surprise — errors going back years pop up. Why? Because payroll systems and 401(k) systems speak different languages — and no one’s translating. True story: These errors lurk under the surface until they show up in:… Read More »Hidden 401(k) Problems That Can Wreck a Sale
This week my family is traveling to Missouri for the Rosary, funeral, and time together as we say goodbye to my Uncle Bernard. He was truly an angel on earth. Over 31 years ago, after my Dad had endured a year of dialysis while waiting for a donor, my uncle… Read More »Life Well Lived
Great night at the ProVisors Summer Social! We had an incredible private tasting at Carlson Creek—a reminder that small group gatherings spark the best conversations and strongest relationships. Business grows when trust grows. Last night we shared ideas, tips, and future opportunities with great people—Rachel Durkot, Adam Ademola, Scott Boyer, Adam, Amy Gibson, Claire… Read More »Wine, Wisdom, & Connection
At the Integro Bank CEO Club’s Tech Summit, the room was packed for one reason: business leaders are both excited and anxious about AI. The all-women panel — Minky Kernacs, Rebecca Clyde, and Dara Gibson — moderated by Steven G. Zylstra, reminded us: My takeaway: The future belongs to leaders who view… Read More »AI & Cybersecurity: Friend or Foe?
What an amazing WATT meeting today—one filled with purpose, insight, and heart. We began with Annmarie Haenfler, who transported us across continents—from Germany to Australia, Norway, Italy, Denmark, South Africa, Nigeria, and finally the U.S. Her journey from lawyer to entrepreneur was inspiring. Her guiding wisdom? First understand the culture,… Read More »Rooted in Purpose, Lifted by Connection
Average time to sell a small to mid-size business is 6–9 months? Selling takes patience—but preparation speeds things up. * Curious what your business is worth? Let’s talk. #BusinessBroker #BusinessSale #ExitPlanning #Entrepreneurs
Grateful for another vibrant morning with my amazing WATT sisters! Ginger Clayton kicked things off with a warm welcome to our returning member, Michell Brown—what a fun surprise to learn she’s married to Bennett (yes, that Bennett)! Elaine Ferguson took the floor next to debut her company’s refreshed brand identity, beautifully brought… Read More »WATT-Fueled Joy Real Connection, Real Impact
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.… Read More »Trust in Action
Enjoyed a fantastic evening at Accelerent HH at Heidi’s—thank you, Tanya Schmit, for hosting such a wonderful event! The delicious food, lively music, and creative bar beverages set the perfect stage for making meaningful connections. Reconnecting with familiar faces and meeting new ones truly made the night special. A highlight… Read More »Accelerent HH at Heidi’s
Wow—another inspiring morning with the WATT community! What I love most about this group is how real we get, both personally and professionally. Ginger Clayton opened our meeting with a powerful story, reminding us that we all have a hand up and a hand down: there’s always an opportunity to… Read More »Another inspiring morning with the WATT community!