

The Year-End Legacy Review
As 2025 closes, don’t just review your numbers—review your life. This year-end Legacy Review gives 12 questions to reset priorities, reduce owner dependence, protect family and health, and step into 2026 with clarity, confidence, and lasting impact—before another busy year spends your life for you.
25 min read


Passing the Torch: Family Succession in a Real Estate Investment Firm
Family succession in a real estate investment firm requires more than passing down assets. It demands trained heirs, strong governance, and intentional planning to preserve value, unity, and legacy across generations.
12 min read


From Wrenches to Wealth: How Home Service Owners Build Businesses Worth Buying
Home service businesses are built on sweat, but buyers want systems, stability, and freedom from risk. Learn seven keys to creating transferable value, so your company is worth buying and your legacy lasts.
13 min read

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