The Business Case for Philanthropy: How Giving Back Fuels Brand Growth and Team Culture
When I started my first company in the insurance space, philanthropy wasn’t something I had a line item for. Like many young entrepreneurs, I was focused on the numbers: revenue, retention, acquisition costs. But as I grew—both professionally and personally—I realized that giving back wasn’t just a good thing to do. It was one of […]
The Entrepreneur’s Guide to Building Resilient Business Infrastructure Post-Exit
When you build and sell a business, it can feel like crossing the finish line of a marathon. You’ve put in the hours, navigated every challenge, and finally reached a successful exit. But if you’ve done it more than once—as I have—you realize pretty quickly that the finish line isn’t the end. It’s the beginning […]
Cross-Industry Consulting: Why the Future Belongs to Generalists with Deep Vertical Insight
If there’s one lesson I’ve learned from building businesses across insurance, marketing, and real estate, it’s this: the world doesn’t need more narrow experts. It needs more adaptable thinkers. In a time when industries are blending, customers are more informed, and problems are more complex, the future doesn’t just belong to specialists. It belongs to […]
Scaling Service-Based Startups: Lessons from Building Multi-Sector Enterprises
Looking back over the past two decades of my career—from co-founding a small insurance startup in San Diego to building and leading multiple companies across insurance, marketing, and real estate—I can say with confidence: scaling a service-based business is a different kind of challenge. It’s not about inventory or production lines. It’s about people, trust, […]
Contracting 2.0: Innovative Deal Structures for Service-Based Entrepreneurs
When I first started out in the business world—working out of San Diego with just a partner and a laptop—I didn’t think much about contracts beyond the basics. You provided a service, you got paid, and that was the end of the story. Back then, simple, one-size-fits-all agreements got the job done. But times have […]
The Future of Hybrid Consulting Models: Integrating Insurance, Real Estate, and Securities
Over the past two decades, I’ve had the chance to work across different industries—insurance, real estate, and securities. On paper, these sectors seem like separate worlds, each with its own set of rules, clients, and challenges. But in practice, I’ve found they’re more connected than most people realize. If anything, the real opportunity moving forward […]