Protect your wealth, lifestyle, and legacy with smart financial planning, diversification, and advisory support. Written by Kate Vriner.

Learn how to protect employees, customers, and your legacy during a business sale with five proven transition strategies. By Kate Vriner.

Profitability isn’t enough. Discover hidden value drivers like recurring revenue and customer diversification. Written by Kate Vriner.

Business owners who prepare 3–5 years in advance achieve higher valuations. Learn key steps to maximize your business value. By Kate Vriner.

Compliance and sustainability protect your business and increase valuation. Learn five strategies to turn obligations into opportunities. By Kate Vriner.

Explore five strategies to build a predictable growth engine with sales systems, marketing, and partnerships. Written by Kate Vriner.

Learn how to safeguard your business against cyber threats, downtime, and outdated systems with smart technology and risk management. By Kate Vriner.

Discover five proven strategies to attract and retain top employees, reduce turnover costs, and increase business value. Written by Kate Vriner.

In this fourth of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process.  Today Joe discusses the well deserved post race recovery day.

In this third of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process.  Today's topic - the day where it all pays off:  RACE DAY!

In this second of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process.   This conversation is about the grind of training and how to push through it.

In this first of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process.  Today's discussing reviews the literal first steps in the process.

If you’re a business owner beginning to consider your next chapter—or a trusted advisor to one—we’re here to help. Our team provides confidential, no-cost valuations, strategic planning, and support throughout the sale process.

Learn the ten essential steps to make your business market-ready and attract the right buyer.

Discover how to plan for life after selling your business and embrace new opportunities.

Explore the critical conversations needed for a successful family business transition.

Discover how to overcome the four biggest fears business owners have about selling their business.

Get expert advice for maintaining business value and marketability amid uncertainty in the M&A landscape.

Begin your business exit plan with a comprehensive valuation to maximize value and prepare for a smooth sale.

Selling your business is a big decision. Learn how to balance timing, emotions, and market conditions.