Insights

Thinking on capital, risk, and what actually moves it.

Published at least twice monthly, tagged by vertical. Every article ends with two paths forward — advisory, or the newsletter.

Dental & Medical

3 Financial Blind Spots Costing Your Dental Practice Growth

Where working capital quietly leaks in a growing practice — and how to see it before your accountant does.

Family Office

Geopolitical Risk and Family Office Portfolios: What 2026 Is Teaching Us

Why the families moving fastest are the ones who restructure early, not the ones who wait for certainty.

Growth Business

The Founder Diagnostic: A 25-Question Gut-Check Before You Raise

Most raises fail on structure, not story. Twenty-five questions score your business across the seven engines of the Iridium Growth Engine™: Revenue, Profit, Capital, Systems, Leadership, Expansion and Freedom. The lowest score is the constraint to fix before you raise.