Thinking out loud about business, money, and what founders get wrong
I write about the intersection of private markets, personal finance, and business ownership. No fluff, no generic advice — just the things I find genuinely interesting and think are worth sharing.
Browse by Topic
Select a category to explore articles as they are published. New pieces added regularly.
Exit Planning
Maximizing enterprise value, planning a successful exit, and what most business owners get wrong about the process.
Wealth
Building and protecting personal wealth alongside your business — coordination most advisors miss.
Tax Strategy
Smart tax planning for business owners and high-income earners — legal, strategic, and often overlooked.
Private Markets
Analysis and perspective on private equity, micro-cap, and growth-stage investing — from daily market work.
Generational Wealth
Planning that extends beyond your lifetime — trusts, gifting, and structures that protect and transfer wealth.
Published Reports
Selected research, analysis, and reports I have authored or contributed to. Links will be added as work is published.