Field notes
Practical notes on strategic growth planning for owner-led firms — markets, capacity, ownership decisions, and the conversations that settle them.
When growth planning means saying no to good work
Owner-led firms often confuse activity with progress. A useful growth plan names the work you will decline — and why.
Owner load is a capacity constraint
Spreadsheets show machine hours and headcount. They often miss the founder’s diary — the quiet limit on every growth move.
Family firms need operating handoffs, not only share transfers
Legal documents move ownership. Continuity planning moves customers, knowledge, and the right to decide.
Reading your customer mix before the next hire
Before you add another salesperson or project manager, check whether your revenue mix is teaching you the wrong lesson.