This will be the last newsletter of 2024! I hope you’ve enjoyed them so far. Now please take the next couple of weeks to enjoy some time with family and friends and the remainder of the year so we can come back all fired up to knock 2025 out of the park! ————————————————————————————————————– I think…
I don’t know how 2024 went for you but for us it was not bad but not as amazing as I would have liked. It was what franchise sports teams like to call a “building year” for us. While I am thankful for where we are and the growth we have had, I have spent…
If you think about some of your oldest and closest friends, you’ll probably notice what I do when I’m hanging out with mine. That is- you know each other so well that you can often leave a lot unsaid and still have an amazing conversation. I had this exchange the other day with two friends…
I had a tough conversation with some clients today. We were going over their tax bill for the upcoming tax year filing and as it turns out, they are going to owe six figures in tax this year. That is not an easy idea to wrap your head around. And it comes as a huge…
BOI (Beneficial Ownership Information) filings are new for 2024. If you own an LLC or S Corp you will need to file one if you haven’t already before year end if you formed your business before 2024 or within 90 days of formation if you set it up this year. We can help with the…
I am competitive by nature. I enjoy taking quizzes to see how well I know my geography, or if I can answer trivia questions about the 80’s and 90’s or whatever other challenge some clickbait link is throwing at me. I can’t pass them up and I like to see where I stand when they…
It’s interesting to me that for as big a part of business as price and price strategy is, you don’t hear it talked about much. In my MBA program, it was barely mentioned. If you look at the books in the business section at the bookstore, there isn’t a whole section on it. In fact,…
Back in 2004, I bought a business using an SBA loan, money I’d saved from consulting, and a lot of confidence I probably shouldn’t have had. I wasn’t naïve to the restaurant industry; I’d been working in restaurants since I was 16 as a waiter and then assistant manager and general manager. I knew the…
This week is one of my favorites of the whole year because it’s the week of our company retreat. This is the fourth year we’ve done it. I love getting to see everyone again in person! For the first eight years of the company, everyone (or nearly) worked in the office together. We would occasionally…
In my specific neighborhood, there are about 250 homes. And there is one real estate agent who gets about two-thirds of the listings in the area. Her name is Sandy and she also lives in the neighborhood. If you go by the stat I found that San Diegans generally sell their homes on average after…