Field Notes
The Journal.
Writing from the road, the boardroom, and the stage — on BANKREADY®, AI in business, strategy, and acquisitions.
More writing
From the desk.
Jul 29, 2026
Credentials Compound: Building a Business Banks and Buyers Trust
Credentials are not vanity. They are the paper trail that converts your claims into underwritable facts — and they compound quietly for years.
Jul 15, 2026
Strategy Is a Set of Choices, Not a Slide Deck
Strategy is what you decide not to do. Here is the four-choice test we run with every leadership team before a single dollar of growth spend is approved.
Jul 6, 2026
What BANKREADY® Actually Means
Most owner-operators think "bankable" means clean books. It means something bigger — and it starts long before you ever pitch a lender.
Jul 1, 2026
Planning Is the Product: Why Bankable Businesses Plan Backwards
Most owners plan forward from where they are. Bankable businesses plan backwards from the outcome a lender, buyer, or board already expects to see.
Jun 29, 2026
AI in Business: From Novelty to Installed Leverage
The pilot-project era is over. The businesses winning with AI are the ones treating it like plumbing, not like a demo.
Jun 19, 2026
The Owner-Operator Exit: What Buyers Actually Pay For
You are not selling your revenue. You are selling how easily the next owner can keep earning it without you.