You had a strong year. Your big, new RSU grant from your promotion started vesting. Maybe your spouse had a big year too. Or perhaps your private company RSUs were finally delivered and settled upon completing an IPO. Everything felt fine in December. Then you opened your finished return in April and the number at the bottom was far larger
ProVisors Member Thought Leadership
When the Company Was Your Identity, the Exit Doesn’t Just End a Business. It Leaves a Vacancy.
There’s a part of the post-exit experience nobody puts in the announcement.
For years, the answer to “who are you” and “what do you do” were the same sentence. The company wasn’t something you owned. It was who you were. The identity and the enterprise had fused so completely that, from the inside, there was no seam between them.
Then…
Changes to California Law may Impact Privacy Litigation
Having a website means being a privacy litigation target. For the past several years, businesses that run websites and apps available to California consumers have faced a steady stream of lawsuits and demand letters under the California Invasion of Privacy Act (CIPA), an all-party consent wiretap statute enacted in 1967 to address telephone interception practices.
Despite being enacted…
Changes to California Law may Impact Privacy Litigation
Having a website means being a privacy litigation target. For the past several years, businesses that run websites and apps available to California consumers have faced a steady stream of lawsuits and demand letters under the California Invasion of Privacy Act (CIPA), an all-party consent wiretap statute enacted in 1967 to address telephone interception practices.
Despite being enacted…
You Blocked ChatGPT. Do You Actually Know Where Your Team Is Using AI?
Blocking ChatGPT might feel like taking control of AI in your workplace. But if employees are looking for help getting work done, a blanket ban can push usage out of sight.
And with AI becoming part of the applications your team already uses, the picture is bigger than one website.
For business leaders, the real question is: Do you know…
The Invisible Gatekeeper: Protecting Warm Referrals from AI Vetting
Think about the last client you referred to a colleague. You vouched for an estate attorney, a fractional CFO, or a wealth advisor because you trust their work. Your name went with the introduction.
You may hear whether the meeting happened. You rarely hear why it didn’t.
Before your client calls, they look the person up, and more often now,…
Demystifying the Link: How Thought Leadership Can Strengthen Business Development
Several years ago, during a lunch meeting with colleagues from a nonprofit professional group, one of my table mates shared that her organization had always wanted to “do thought leadership,” but continually shied away because they were stuck on identifying the right framework. She expressed that her organization was uncertain about what thought leadership tactics made the most sense for…
When Empowerment Creates a Power-Hungry Monster
How good intentions can turn into unchecked authority – and what leaders can do before autonomy becomes entitlement.
The Promise – and the Risk – of Empowerment
Empowerment is one of the most celebrated ideas in modern leadership. Done well, it builds ownership, speeds up decisions, strengthens engagement, and invites people to bring their best judgment to the work. It…
Friendly Deal, Serious Price: Why Trust Shouldn’t Replace Valuation Due Diligence
When a buyer and seller like each other, a business transaction can seem refreshingly simple. So when the conversation turns to price, the thinking can be: “We know each other. We both know the business. Let’s just come up with a number that feels fair.”
I understand the appeal, but trust between the parties doesn’t eliminate uncertainty about the value…
Nobody Warns You About the Restlessness That Comes After You Solve the Problem That Drove You for a Decade.
High achievers are good at solving problems. It’s the engine. There is a problem, it consumes you, you build the thing that solves it, and the solving organises your life with total clarity.
What nobody mentions is what happens when the problem is solved.
The clarity disappears. The thing that gave the days their shape and the years their direction…