The Owner’s Brief
A Blog
The $94M lightbulb moment
Thinking about opening a second location? Learn how a simple break-even calculation can reveal the true financial requirements of expansion - and why one firm needed $94M in assets under management just to break even.
Why High-Revenue Clinics Still Feel Cash-Strapped
Many medical cosmetic clinics are busy, fully booked, and still feel cash-strapped. A closer look at contribution margins across services like Botox and Thermage often explains why.
What restarting piano lessons at 42 reminded me about business
If your business only works because you’re always involved, growth is capped. Here’s how owners get unstuck without hiring their way out.
Are partner retreats still a thing?
Whether you have business partners or not, growth stalls without strategic pauses. Here’s what effective partner retreats actually accomplish.
“If you do what you love you’ll never have to work a day in your life”
After over a decade in public accounting, I learned why loving your work isn’t about ease - and what actually makes work feel lighter.
A calmer way to look at cash flow this January
A step-by-step guide for small business owners to map cash inflows and outflows, plan for lumpy expenses, and reduce cash flow stress.
Is Your Partner Compensation Model Outdated?
Many professional services firms still use partner comp models built decades ago. Here’s why they fail - and how smarter firms fix them.
If You Start Your Day in Your Inbox, Read This
A simple shift from task-based days to outcome-based work - and why it matters if you want growth without burnout.
What Happened When I Took a Month Off My Business
A slowdown forced a pause. Here’s what a month away revealed about values, alignment, and why momentum isn’t the same as direction.
Your Strategic Plan Is Just a Wish List (Without This)
Most strategic plans stall at good intentions. Here’s why execution fails - and how work plans turn strategy into real results.
Why “Busy” Isn’t a Business Strategy
If your business feels busy but stuck, you’re trapped in urgent work. Here’s why busyness blocks growth—and how owners break free.
How to Keep High-Touch Clients Without Burning Out
High-touch clients are valuable - but exhausting. Here’s how professional services firms use AI quietly to protect relationships and sanity.
What the Global Economic Slowdown Means for Your Business
Global growth is slowing. Here’s what IMF data really means for Canadian business owners - and how to protect margins and cash flow.
Why Your Team Is Busy - but Work Still Isn’t Moving
If work keeps piling up despite long days, it’s not a busy-season problem - it’s a systems one. Here’s how bottlenecks really form.
Thinking of Selling Your Business in 3–5 Years? Read This
Too many owners wait too long to plan their exit. Here’s how to increase valuation, reduce risk, and walk away with what you deserve.
What I learned from sending 20 personalized letters (with Starbucks gift cards)
Rejection hurts, especially in business.
In this behind-the-scenes story, I share what happened when I mailed 20 handwritten letters (and Starbucks cards!) to dream clients - and heard nothing back.
Here’s what the experience taught me about resilience, rejection, and why putting yourself out there is always worth it.
How to grow your business *and* keep your margins
Thinking about growing your firm but worried you’ll lose your profit margins?
You’re not alone. In this post, we share how one Saskatchewan business owner grew strategically - without sacrificing profitability - by evaluating three smart, data-backed growth options before making her next move.
“Can I afford this?” Finally, a black-and-white answer
If you’re running a business without tracking expense ratios, you might be overpaying for rent, payroll, or marketing - and quietly draining your profits. Expense ratios show exactly how much of every revenue dollar goes toward major expenses, giving you a black-and-white answer to “Can I actually afford this?”
In this post, we’ll break down how to use industry benchmarks to protect your margins and finally pay yourself what you’re worth.
Want more revenue in 2025? Start here.
Most firms don’t realize their “quick daily meeting” could be costing them $60,000 or more every year in lost revenue. Meetings that drag on, include the wrong people, or repeat too often don’t just waste time—they erode profitability.
In this post, we’ll show you how to calculate the real cost of your meetings and the simple audit that can save your business tens of thousands annually.
Second location not going so well?
Opening a second location should double your success - not drain your cash flow. Yet for many entrepreneurs, Location 1 ends up financing Location 2 for years, eroding profits and putting the whole business at risk.
In this post, we break down why second locations fail, the KPIs you must track, and the tough decisions that can save both businesses.