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!
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.
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.
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.
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.
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.
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!
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.
The Reason. That’s why clients and prospects call professional service professionals, such as lawyers, accountants, financial planners, and yes, business appraisers. But when a client or prospect has a reason to seek out someone with your professional skills and experience, what is the Reason they should call you?