ProVisors Member Thought Leadership

Latest from ProVisors Member Thought Leadership

80% of your employees are using AI tools you don’t know about. 38% have shared confidential information with ChatGPT, Claude, or similar platforms – client data, financial information, proprietary strategies – without realizing the risk. Data breaches involving Shadow AI cost an average of $5.1M, and industries like financial services (40% adoption), healthcare, and legal are the most exposed. Employees

Growing fast is exciting—and terrifying. 🚀 As you add people and processes, it’s easy to lose the spark that made your company special in the first place. Culture isn’t a line item you can copy and paste; it lives in your rituals, your values and the way your team treats each other. So how do you scale without letting that

A reputation crisis rarely arrives with warning. It often begins with a small spark that spreads before anyone notices the heat. In an environment where reactions form instantly and perceptions shift within minutes, the way you communicate at the start will determine whether the situation stabilizes or grows into something far more damaging.

When your personal or professional standing is

As one year ends and another begins, there is an opportunity to reflect, renew, and reshape our priorities. Many of my clients are eager to close the door on the current year after navigating the loss of a partner or closing the chapter on their marriage with a divorce. Using this time to set meaningful resolutions can be an empowering

Part 1: Breaking the Law Firm Data Dam

Law Firms Have Engineered Client Dependency For Years

For decades, law firms controlled everything in litigation: the documents, the data, the invoices, the narrative. They built the operating system of modern litigation, and they built it to serve themselves. If you needed access, you had to ask because the law firm held

As your business grows, it’s natural to wonder whether you need a Chief Financial Officer to help steer the ship. After all, as you grow, financial decisions get more complex, and you have a lot more to lose. But here’s the truth: most small business owners don’t hear often enough that you probably don’t need a CFO.

What you need

In business, it’s easy to get caught up in the quick wins, chasing daily fires, solving immediate problems, and focusing on the next move. That’s checkers.

But true growth and sustainability come when leaders start thinking several moves ahead, aligning every decision with a broader vision. That’s chess.

Strategic leaders don’t just play the game in front of them, they

⏱️ Reading time: 45 seconds

"I'm going to write my book next year."

I hear this at the end of every year, but the drum-beat gets stronger in December. And every time, I ask the same question:

"What kind of book are you going to write? Prescriptive or positioning?"
What many of the aspiring-author-professionals don't realize is that there's a

Recruiting top talent can feel like trying to lasso a unicorn. 🎠 No matter how hard you work on job descriptions, interviews, and benefits packages, the perfect candidate always seems just out of reach. It’s not because your expectations are unrealistic — it’s because the pool you’re drawing from is too small. When everyone is fishing in the same pond,

Chapter 11 bankruptcy presents mid-sized businesses facing financial distress with a serious path to restructuring. But there are plenty of pitfalls, particularly for franchisees who operate under license from a better capitalized and more sophisticated franchisor partner with the underlying franchise agreement governing many aspects of franchisee operations. A recent decision out of the U.S. Bankruptcy Court for the Southern