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June 22nd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

In a few weeks I’m going to be speaking at a one-day conference on scaling a medical practice in Tampa. As I was preparing for this event I started writing out my best suggestions to help a medical business refine and strengthen its core systems. What I realized was this methodology would apply to any […]

June 15th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

On a recent web enabled round table with 12 of my top business coaching clients we dived deep into the subject of developing your key staff members. What became clear that a big part of our job on our respective companies’ payroll was to develop our respective teams to grow as producers, team members, and […]

May 19th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

One your key jobs as a leader in your company is to help your team, especially your direct reports, feel the progress they are making. All too often business leaders focus on all that’s left to be done, glossing over the very real victories and successes that their team has accomplished. This kills their team’s […]

April 19th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Are you thinking of bringing in a partner? Or formalizing a strategic relationship? Here are seven of the most critical lessons to consider before you finalize the deal. Lesson One: Only bring on a formal partner if that is the only way you can gain the talent, resources, or other element from your prospective partner. […]

April 6th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

In my last article I shared three time-tested, broad-stroke strategies to protect company from fraud and embezzlement. Let’s dive deeper into the nitty-gritty details of financial controls. Here are the top 20 financial controls to safeguard your company and protect your bottom line. I’ve divided these powerful suggestions into four categories to make them easier […]

March 22nd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

What is your biggest time waster at work? Is it: Phone calls? Meetings? Email? Staff interruptions? If you are anything like the 353 U.S. business owners my company Maui Mastermind surveyed you’re likely answer is “email” (57%), followed by either “phone calls” or “staff interruptions” (tied at 17% each). Regardless of which of these four […]

March 16th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

A recent article in the Harvard Business Review reported on an international study by the Center for Creative Leadership titled, Always On, Never Done?, which shows that professionals, executives and business owners in the U.S. and 36 other countries now work a whopping 72-hour week. The study went into depth explaining that one of the biggest sources for frustration of […]

February 16th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

“David, you’re never satisfied with the work I do. It’s just like with my dad, you’re never happy.” Those were the words I heard from a key team member 7 years ago now, and they stung. I wanted to be an enlightened boss and saw myself as an empowering leader. But here was direct evidence […]

January 19th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

A short while ago I was talking with my friend and attorney, Alan Gassman, about the crazy, uninformed, and just plain stupid things that business people do that get them sued. Alan is one of the leading attorneys in the country with over 20 years of practice experience. I want to share that list with […]

December 21st, 2016 posted by David Finkel (Taxloopholes.com Advisor)

Don ran a successful engineering firm with revenues of roughly $1 million annually. But he had been stuck at this level for over a decade. “David,” he said, “We go out and respond to RFPs and take past clients out to lunch to reconnect, which generates a ton of new business for us. But then […]

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