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March 5, 2025 27 mins

“It is so long. But it was sure worth it. It's similar to taking a personality test where you’re trying to figure out what will work. Initially, I thought I would have to do something in insurance. That's what I have a background in. And then you said something to the effect that my new business may not be something I’ve done before. So, I thought ‘ok go big or go home! Let's see what the test questions and assessments will come up with.’” 

Many clients assume they should stay in their current industry when exploring business ownership, but that’s a common misconception. That’s why we use tools like our Entrepreneur Profile and take the time to build a business model with you. We dive deep into your goals, strengths, lifestyle preferences, and what you truly enjoy. Our matchmaking process is thorough—it takes time and commitment because investing in a business isn’t a decision to rush. The goal is to reach a clear yes or no. If it’s a no, it’s an informed decision. If it’s a yes, you can move forward with confidence, knowing you’ve done your due diligence.

We cover many current and relevant topics. A few include:


◈ The importance of being flexible when you’re coming out of corporate America and starting your own business

◈ How to properly plan for a transition from being an employee to becoming an entrepreneur

◈ Transferrable skill sets can lead to new and exciting opportunities

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