Courses
Interviews
Articles
Membership Levels

Courses
Interviews
Articles
Membership Levels

Courses
Interviews
Articles
Membership Levels

Courses
Interviews
Articles
Membership Levels

Interviews

INTERVIEWS & PODCASTS

THE STUDIO

Want to take a deeper dive into the 12 Fatal Issues? Listen to interviews with Peter S. Bergeron and his guests as they explore how this framework is changing the way small businesses operate.

Trapped Operator: Why Doing Everything Right Can Still Feel Like Survival Mode

Unscripted Small Business Podcast

The 12 Fatal Issues for Small Business

The 12 Fatal Issues for Small Business framework assumes the business is capable of delivering a product or service that the market values. It does not address whether the offering is viable or whether the company can fulfill its basic promise to the customer. The twelve fatal issues emerge from the business of running the business itself, reflecting the structural pressures that develop as the organization grows more complex.

12 Fatal Issues of Small Business is in affiliation with Wrestling Against Time.

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WHAT WE'RE THINKING

Framework Overview

Financial Controls

Your Books Are Clean – That Is Not the Same as Being Able to See

Insights

Valuable insights that empower your decision-making,

Case Studies

Inspiring examples of financial tailored solutions.

Media Mentions

Recognizing our expertise and client success.

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Our monthly insights for strategic business perspectives.

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FINANCIAL

Investment planning

Tailored investment strategies to help clients grow their wealth.

Retirement planning

Comprehensive plans designed to secure a comfortable future.

Education planning

Guidance on saving and investing for educational expenses.

WEALTH

Portfolio management

Active management to optimize returns while managing risk.

Asset allocation

Maximize growth potential via asset diversification.

Risk management

Managing financial risks with insurance and other measures.

TAX

Tax planning

Optimize tax through services like deductions and strategies.

Estate planning

Effective estate planning for taxes and wealth transfer.

Wealth preservation

Preserve wealth for future while reducing taxes.

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