Syntax’s Post

Always a good start to the day at Fresh Brewed Business! Ryan Whitman, CPA and the other speakers shared valuable and timely information related to succession planning and how businesses can prepare for the process.

Today in Hiring & Leadership History, November 19, 1863: President Abraham Lincoln delivers the Gettysburg Address. Perhaps the most gifted orator in American political history, Lincoln gave this brief but powerful speech at the height of the Civil War. Lincoln wasn't just a talented public speaker; he was a visionary leader. He understood that winning battles required more than strategy—it required the right people. He replaced generals who couldn’t deliver results, even when it was politically risky, and elevated leaders like Ulysses S. Grant and William Tecumseh Sherman, who aligned with his vision of perseverance and unity. By surrounding himself with individuals who shared his commitment to the Union’s cause, Lincoln created an environment where transformational moments—like the Gettysburg Address—were possible. The address itself, just 272 words long, reflects what great leaders do best: clarify the mission, inspire action, and connect people to a purpose larger than themselves. Lincoln’s message, grounded in the sacrifices of others, continues to resonate because of its simplicity and power.

When establishing a family office, hiring top-tier leadership is crucial. But before launching your executive search, consider this wisdom from our founding partner Linda Mack: "You don't build a house a room at a time, you must have the blueprint with your vision and start with the foundation." Essential questions to address: - What's your long-term vision for the family office? - Who will it serve in the future? (Consider multiple generations) - What's the scope of clients and services? - Which services will be provided in-house vs. outsourced? - Have you identified the right leadership roles to fill? - Are your budgets and timetables realistic?

Below is my latest post on The Business of Shared Leadership. This week, we take a step back and look at the human experience and the misconceptions surrounding it. Read the full blog below! https://lnkd.in/eBaRFW-3

In this session, we'll dive into the mindset shifts and strategies that enable law firm leaders to delegate with confidence. Using the four levels of delegation from *Clockwork* by Mike Michalowicz, we'll explore how managing partners and senior attorneys can move from hands-on control to true leadership that empowers their teams. Join us to discover how letting go strategically not only improves firm efficiency but also creates a culture of growth and accountability.

It's common for private equity portfolio companies to leverage small leadership teams, and this can even result in executives serving as a team of one - in other words, being an individual contributor within a specific function. This is especially true for strategy professionals joining the world of private equity. Learn more: https://hubs.la/Q02v8FXb0

March Leadership St. Louis Gathering Part II: Mid-Morning Session Insightful discussions with Rodney Crim (CEO and President, St. Louis Economic Development Partnership), Subash Aliss (CEO, Missouri Partnership), and Steven Davis (President, Strategic Initiatives at St. Louis Development Corporation). Focused on attracting and retaining businesses, this session highlighted the robust strategic partnerships of these organizations. The challenge is substantial: How can the St. Louis region, rooted in a manufacturing history, remain relevant and strong in a changing landscape? Building a thriving middle class is crucial. The key question remains: How do we attract talent and appeal to younger professionals, making St. Louis an attractive place to both work and live? #StLouisEconomy #BusinessDevelopment

For Chicagoland (or anywhere else across the US, Canada and UK) financial advisors, I encourage you to learn more about the depth and breadth of our Raymond James capabilities and culture. #bestofbothworlds

✦Successfully navigating 40% of our CSMs being on extended leave simultaneously✦ No owners, leaders, or clients were hurt in this process! 😜 Listen in to hear all the details. In this episode, Rachel Dillon and Marcus Dillon, CPA are joined by Dillon Business Advisors Client CFO, Lezlie Reeves, CPA, to share how their firm successfully managed concurrent extended leaves. They share their detailed approach to documentation, training support staff, and maintaining client service standards during extended leave periods for 2 integral team members. Their experience demonstrates how small firms can create sustainable coverage plans while ensuring team members fully disconnect during parental leave, ultimately leading to improved processes and team growth. Build a resilient team structure in your accounting firm: 🎧 https://hubs.la/Q02Yh90S0 #cpa #accountingandaccountants #cpe #firmgrowth #monthlyrecurringrevenue #PTO #leadership #earmarkcpe #structure #capacity

Just one more reason why the Team of 3 structure used by Dillon Business Advisors is so beneficial to accounting firms providing high-value monthly CAS. #accountingandaccountants #teamof3 #capacity #leadership #maternityleave #cpa #earmarkcpe