60 Days, More Than 12 Thousand Steps Per Day, Almost 6 Miles Per Day

You Can Reach Your Goal If You Are Intentional About It

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60 days in a row.  That’s where I stand on my goal of reaching 10,000+ steps each day and 5 miles or more as recorded on my handy Fitbit Versa 2, my fancy pedometer of choice.  Interestingly, I did not set out with any goal for consecutive days in mind when I started this string on […]

50 Consecutive Days of 10,000 Steps Per Day

Hoping for a Few More Days in the String

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There is a great deal of discussion about the benefits of walking 10,000 steps per day. This post focuses on my recent experience of reaching that level of movement for 50 consecutive days. It discusses a few lessons learned from the process, and talks about what to do if life gets in your way of that specific objective. It is still critical for all of us to MOVE!

When Is Our Next Turning Point Breakfast?

Is Your Closely Held or Family Business at a Turning Point and Do You Need to Talk?

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In this post, I discuss a very important breakfast I had some time ago with a client and friend of many years who is second generation chairman, CEO, and lead family member of a very successful, third-generation family business. That breakfast served as a turning point for him and his business and the family.

Nine Ways that Using a Fitbit Versa 2 Watch will Improve Your Health and Your Life

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I have used a Fitbit or other step-tracking device regularly for more than eight years. I can say, without a doubt, that this regular use has had a significant impact on my health, my weight, and my outlook towards life. In this post, I talk about nine ways that using a Fitbit can help improve the quality of our lives.

The Parties Selected the Single Appraiser to Determine Value for Their Buy-Sell Agreement Long Before the Trigger Event

The Genesis of My Recommendation for Single Appraiser Valuation Processes

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I have been advocating single appraiser valuation processes for buy-sell agreements for many years. This video relates the story of the genesis of the idea that has led me to write four books on buy-sell agreements and to participate in buy-sell agreement processes all around the nation.

One Picture Wins the Day in the Complex AriZona Iced Tea Litigation

Keep it Simple and Hit the Bull's Eye

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While I have always focused on trying to make presentations for judges as understandable as possible, I have been thinking about this topic a good bit during the past year. By the time the year is over, I will have spoken on this topic of simplifying complex financial information for judges and juries a number of times around the country. Sometimes, it is a single graphic that helps convey the reasonableness of a complex series of opinions. This post is about one such graphic.

Seven Ideas to Convey Business Valuation Concepts to Judges and Others

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How should an expert explain the basics of valuation to a judge or a jury or a business owner or an attorney who needs to understand something about value for court, for personal reasons, or for clients? This post provides seven ideas to discuss the essence of business valuation in terms that have proven successful for me.

10,000 Steps (and a Bit of Pickleball) Once Again!

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I last wrote about walking and my personal goal to walk a minimum of 10,000 steps each day. In that post, I reported that I had walked 10,000 or more steps every day in November and did the same thing in December, up to and including New Year’s Eve. After a major setback, I am happy to announce I crossed the 10,000 step daily goal for the first time since December 31st.

Promissory Note Valuation

The Second Time Around was Better Than the First

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My last post described an early promissory note valuation that provided me with an object lesson in humility. This post is the follow-up to show that it is possible to learn from such lessons and to lay the groundwork for future growth. The ending of this two-part series is happier than its beginning!

Promissory Note Valuation

A Lesson in What Not to Do

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While working on the valuation of a series of promissory notes recently, I recalled a case involving my very first note valuation. It reminded me once again that if an appraiser (or any professional) desires an object lesson in humility, he or she just needs to look at a report (or other work product) prepared 30 (or 10, or even five) years ago.