Final Reflections – From CEO to Strategic Advisor: Transitioning Your Role and Continuing to Add Value

The transition from founder or CEO to strategic advisor inside an acquiring company – especially a large, established organization like Walmart – is one of the most pivotal moves in a leader’s career. While the day your business is acquired marks a major milestone, success inside the new company doesn’t happen automatically. Instead, it requires…

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Lessons from Walmart: How to Best Succeed Organizationally and Individually as Part of a Large, Extremely Well-Run Public Company

Being acquired by a powerhouse like Walmart is a remarkable milestone, but it also ushers in a fundamental shift—a new corporate culture, new expectations, and an often complex organizational ecosystem. From scaling and selling a telemedicine company to Walmart, I learned that CEOs must lead intentionally beyond the deal to succeed both for their company,…

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“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…

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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…

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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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Lesson # 1 from Scaling and Selling Your Business for a High Valuation: Ensuring Your Business Model Can Rapidly Scale Without Breaking

Scaling a business is exhilarating—until your systems, people, or processes start to crack under the pressure. Doubling a telemedicine company in two years and selling it to Walmart taught me firsthand that rapid growth is only possible if your foundation is rock-solid.  Here’s how to ensure your business model is built for scale, with the…

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