Tag: Business Owners
The Intersection of Exit Planning and Estate Planning
How Exit Planning and Estate Planning Work Together For business owners, two of the most consequential financial plans they will ever create are often built in separate conversations, with separate advisors, at separate times. That can be a problem. Exit planning — the process of preparing a business for sale or transition — and estate […]
What to Consider When Net Worth Is High but Liquidity Is Limited
Being wealthy on paper doesn’t always mean having access to cash when you need it — a reality often described as being asset rich, cash poor. For business owners who haven’t yet exited their company, families with generational wealth concentrated in real estate, or investors holding significant stakes in private equity, high net worth and low liquidity can coexist — and that […]
Coaching for Excellence: Lessons in Leadership, Accountability, and Mindset with Phil Beckner
In this episode of Stewards of Success, Jeff and Brent speak with Phil Beckner, an NBA player development coach and leadership consultant to elite athletes, leaders, and organizations. Beckner leads Driven Basketball, a private coaching company; Be Better. Be Different., a keynote and corporate leadership training business; and Be Better. Be Different. Legacy Foundation, a […]
How Vulnerability Helped Virginia G. Piper Charitable Trust CEO Steve Zabilski Serve a Higher Purpose
In this episode of Stewards of Success, we welcome a community titan and humble servant leader, Steve Zabilski, the former executive director of St. Vincent de Paul Phoenix and current CEO of the Virginia G. Piper Charitable Trust. Zabilski shares his unexpected entry into the nonprofit world and how embracing vulnerability and collaborating with others […]
Why Trust and Culture Are Your Most Valuable Business Assets
Ask a room of business owners about value, and they’ll often discuss balance sheets, revenue multiples, or EBITDA.1 But working with seasoned leaders, we’ve seen time and time again that a company’s long-term success often hinges less on financial statements and more on something harder to quantify — trust and culture. The Decline of Trust […]
Business Exit Planning: How to Avoid Becoming a Statistic
Selling a business is often the biggest financial transaction of an owner’s life. Yet studies show that up to 90% of liquidity events fail — and of those that succeed, most owners leave 50–100% of potential value on the table.1 The difference between a disappointing outcome and a transformative one often comes down to one […]
Should You Ever Borrow From Your 401(k)?
We see moments like this all the time with clients: cash is tight, an opportunity arises, or a personal expense demands immediate funding. One option that often comes up is borrowing from your 401(k).1 It can feel tempting — after all, you’re borrowing from yourself. But like most financial decisions, the reality is more nuanced. […]
How Tim Vasquez Scaled Someburros While Staying True to Family Roots
On this week’s episode of Stewards of Success, Jeff and Brent welcomed Tim Vasquez, third-generation restaurateur and Someburros owner and president. The Chandler-based chain of authentic Mexican restaurants, featuring Sonoran-style signature dishes inspired by the family’s matriarch, Nana Isabel, has been a local staple since 1986. Vasquez, who grew up in the family business, shares […]