Most entrepreneurs and leaders don’t build a business with the intent of exiting They build it to support their lifestyles. Whether you are a hairstylist with a thriving book of business or an arborist managing a fleet of trucks, you likely started with a "lifestyle" mindset: freedom, income, and being your own boss.

You know, I often get asked. We often get asked, how did you get in central Ohio and Dublin, Ohio? How did you get from 27 million in client assets with a handful of clients in central Ohio, in the Columbus area to today, where we advise and manage over $2.3 billion for clients in over 44 states. And first of all, it's not an easy answer.