THE INTELLIGENCE DESK
What we learn standing guard, published in the open.
Three channels, one doctrine. The newsletter briefs owners weekly, the podcast says what the industry won't, and the book puts the whole playbook in your hands.
Family Business Money
The weekly brief for owners who'd rather be ahead of the problem than surprised by it — tax moves, succession traps, and what's actually working in the field.
Rogue Wealth
Unfiltered conversations about money, ownership, and the industry's comfortable fictions — including why you should think twice before selling a great business.
Family Business Fortune
Kris's field manual on legacy planning for family business owners — building wealth that outlives the business, and the founder.
Built to Last
The Business Owner's Guide to Protecting and Growing Wealth — four moves, one score, free by email.
Read us before you need us.
The best client relationships start years before the first meeting.