Field Notes
The Journal.
Writing from the road, the boardroom, and the stage, on BANKREADY®, 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
BANKREADY 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.