Lesson #8: Preparing For Sale: Getting Your Business Ready For Sale At Maximum Valuation
Let’s face it — most founders and CEOs overvalue their business and wait too long to start preparing for sale. This common combination often leads to disappointing valuation multiples, prolonged deal timelines, or, worse, failing to sell their business at all. Successfully exiting your company for top dollar requires honest self-assessment, rigorous preparation, and strategic…
How Company-Wide, Daily Stand Up Huddles Increase Performance, Boost Culture, and Decrease Overall Time in Meetings
In a world where endless meetings often sap energy and productivity, a simple, time-tested solution has been consistently deployed at many high-performing organizations: the daily huddle. A standing meeting that lasts just 5 to 15 minutes, these focused gatherings at every level of an organization can dramatically boost communication, clear obstacles early, reinforce culture, and,…
Lesson #7: Prioritizing Personal Balance – Why It Is Critical When Scaling And How To Do It
Maintaining personal balance as a CEO is not just a matter of health – it’s a strategic imperative. As CEOs most of us all talk about wanting it, yet we all aren’t very good at making a conscious choice and plan to prioritize personal balance. We say “after this deadline” or “after we hit XX…
Lesson #6 From Scaling & Selling A Business To Walmart: Increasing Operational Speed
In today’s increasingly competitive landscape, operational speed isn’t just a nice-to-have, it’s a core differentiator. The ability to move quickly, make decisions faster, and out-execute competitors is often what separates market leaders from the rest. Drawing from my experience scaling MeMD and selling that business to Walmart as well as other companies I have led,…
Lesson #5: Market Expansion – Unlocking New Growth Streams And Leveraging New Opportunities With Confidence
For founders and CEOs, expanding into new markets or launching new revenue streams is both a thrilling and risky endeavor. You want to grow, in fact you need to grow, and as a result the lure of untapped opportunity is strong. However, the path to expansion is littered with companies that lost their way by…
“If You Give An Employee A Cookie…”
The Dangers Of Unplanned Rewards And What To Do Instead In the fast-paced and ever-changing business landscape, managers often face difficult decisions when it comes to retaining talent and maintaining morale. When a valued, highly productive employee threatens to leave or expresses dissatisfaction, the temptation to offer an unplanned bonus, base salary increase, or a…
Lesson 4: Financial Discipline – Optimizing for Value: Fueling Growth While Preserving Equity and Flexibility
For founders and CEOs, the challenge of scaling a business is not just about accelerating growth—it’s about doing so without sacrificing control, flexibility, or excessive equity. Selling a company to a giant like Walmart demands not only vision but rigorous financial discipline. The best CEOs and CFOs work together to fuel growth by maximizing internal…
Hard Versus Difficult – You Can’t Survive Both When Scaling Your Business
Scaling a business is and will always be hard work, but we almost always make it more difficult than it needs to be. The distinction between “hard” and “difficult” is critical: hard refers to the inherent effort and discipline required: Relentless focus, willingness to step out of your comfort zone, and consistent hard work. Difficult,…
Lesson 3: Clarity Above All Else: Getting Laser Focused on Who You Are, What Value You Provide, And What Numbers Matter Most
Scaling and selling a telemedicine company to Walmart taught me that clarity isn’t just a leadership virtue – it’s a survival skill. In the chaos of hypergrowth, new opportunities, and relentless demands, the companies that thrive are those that stay ruthlessly true to their purpose, their value, and their numbers. Clarity, when consistently reinforced from…
Lesson 2: Intentional Culture: Creating a Performance-Driven Culture Centered on Collaboration, Kindness, and Execution
Building a high-performing, positive workplace culture is not accidental. It requires intention, consistency, and leadership. As organizations grow and evolve, the temptation to prioritize short-term results over long-term cultural health can be strong. Yet, neglecting culture as you scale, tolerating toxic behaviors, or failing to clearly communicate values and expectations can undermine even the most ambitious…
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