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Colonel Sanders: An Entrepreneurial Journey of Perseverance

“A man is not old until regrets take the place of dreams.” – John Barrymore I spent the first fifteen years of my career in corporate finance positions. As my responsibilities increased, my enthusiasm for playing a supporting role in big company diminished proportionally. Dictating policy and keeping score from an ivory tower—separated by many […]

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Owner Dependency: Do you own a high-stress job or are you an entrepreneur running a business?

In last week’s story, Steve Adams left the comfort of his corporate career to become a business owner. He identified and acquired an iron and metal fabrication business, ABC Metalworks, without engaging a financial advisor or an experienced M&A (buy-side) professional. As a result, he missed or overlooked issues with the business that he would

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96% of Business Owners Don’t Have a Personal Plan for Their Future

Here’s How to Join the 4% Club96% of business owners don’t have a personal financial and life plan that incorporates their business plan—does that include you? If you’re like most business owners, you spend the majority of your time putting out fires and making sure your business is able to thrive from one day to

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Relevant Living™ – Core Values: Your Solid Foundation for a New Beginning

Last week, we explained why a growth mindset is absolutely necessary to create a new beginning of growth, purpose and fulfillment. Today, we’ll dive into your core values—those internal beliefs that are foundational for your decision-making and will lead you to your highest levels of fulfillment. Your core values will reflect your actual behavior and

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Acquiring a Small Business? No Deal is Better Than a Bad Deal!

Steve Adams is smart, self-confident, and pays great attention to detail. After graduating from the University of Rhode Island with a degree in computer science, he began a 20-year career in software engineering and project management. His professional success was a result of his strong work ethic and a personal optimism that stems from his

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SANDENE STRATEGIES CORE VALUES: The Foundational Characteristics We Stand Upon…

Integrity became our founder’s most important core value when he adopted the Certified Financial Planner® Code of Ethics in 1999. The CFP® Board takes a traditional approach to integrity as a core value, using terms such as trust, honesty, and candor in its definition. We operated under this definition of integrity for many years, until

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