Go Beyond Numbers: Surprising Discoveries About Successful Businesses

One thing that I’ve found in many consistent in my 40 years of working with small businesses, successful CEOs, entrepreneurs and wealthy families is that most owners judge their business’s health by financial capital.  For them, it’s only about the numbers. They treat their financial statements as giant puzzles, hoping to find the perfect balance between trimming overhead and increasing capacity enough to max-out profitability.  While this is important, there are some crucial pieces that often get overlooked!

I want to invite you to go beyond the numbers with me and look at five different areas that play a part in your success.  I pose the idea that financial capital is the byproduct of four other capitals: human, social, structural, and intellectual.  What should business focus on? What untapped resources do you have at your disposal that you may have overlooked?

This book will walk you through everything surrounding your bottom line, what may contribute to it and what may be holding you back.


Going Beyond Numbers for Families of Wealth: A companion to Go Beyond Numbers: Surprising Discoveries About Success Businesses

How can we make sure that we protect the wealth accumulated from these younger generations so that it is preserved for many future generations?

This is the guiding question asked by most families of wealth and their advisors.  But it is also the wrong question.  It assumes that the health of a family is determined by its financial capital.  It is a question that is only about numbers.

When a family places its primary focus on the bottom line, its long term, health financial and otherwise, will be compromised.  In fact, when it comes to the softer, more emotional side of a family, money can be part of the fix, it is seldom the fix in and of itself.  In fact, money is often part of the problem.


Five Eyes on the Fence: Protecting the Five Core Capitals of Your Business

There’s a myth that a business’s health is judged by its bottom line alone-by its financial capital. Instead, the book proves that financial capital is a byproduct of four other capitals: (1) human capital, is defined by a company’s and its employees’ soft and ingrained attributes like personalities, intelligences, behavioral traits, values, attributes, and motivators; (2) intellectual capital, defined by the comp any’s and its employees’ knowledge and experience; (3) social capital, or the company’s network of people and associates; and (4) structural capital, the glue that holds all of these capitals together in the form of processes, systems, and modes of delivering a product or service. By exploring both positive and negative case studies, readers learn to consider these five capitals as an intricate web, making decisions according to the interplay between each of the capitals rather than focusing all of their energies on the cold, hard, and logic-driven financial statement.


Say Hello to the Elephants

Too often, we fail to chase our professional and personal dreams because we lack clarity. We see obstacles and think, Wow! That’s an elephant! I better turn back.
In this fast and funny read, legacy and business planner Tony Rose presents a four-part, client-tested process for reaching clarity, turning obstacles into opportunities, and crossing the finish line. In easy-to-read, stand-alone chapters you will learn:
-Strategies for fast-tracking success by starting today instead of tomorrow
-Methods to surround yourself with the right team
-Why sausage is subjective
Prepare to take control of your business, wealth, and ultimately, your life!