Business Wealth Management Knowledge Center

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Entrepreneurial Insights

Who Not How

by Dan Sullivan

Focuses on leveraging teamwork and collaboration to achieve business growth and personal success. Perfect for business owners who feel overwhelmed by doing too much.

The eMyth

by Michael Gerber

Essential for all entrepreneurs or aspiring business owners, offering practical advice on how to build a business that works without relying solely on the owner.

Traction

by Gino Wickman

A powerful framework for implementing structure in growing companies, helping business owners set priorities, plan, and execute for growth.

Rework

by Jason Fried & David Hansson

For business owners looking to improve efficiency in their operations with unconventional yet practical advice.

How I Built This

by Guy Raz (Podcast)

Inspirational stories of entrepreneurs and business founders who built successful companies. A motivating listen for aspiring or current business owners.

Finance & Profitability

Profit First

by Mike Michalowicz

A hands-on guide for small business owners, focusing on structuring finances to ensure consistent profitability. Critical for those looking to improve cash flow and financial stability.

Measure What Matters

by John Doerr

Focuses on OKRs (Objectives and Key Results) as a goal-setting framework to drive business performance. A must-read for scaling businesses.

Simple Numbers, Straight Talk, Big Profits!

by Greg Crabtree

Practical financial advice for business owners and CPAs, focusing on increasing profitability and growth.

Simple Numbers 2.0

by Greg Crabtree

A more technical book aimed at CFOs or business owners facing cash flow challenges, offering strategies to optimize finances.

The Millionaire Next Door: The Surprising Secrets of America’s Wealthy

by Thomas J. Stanley & William D. Danko

A deep dive into the behaviors of America's wealthy, offering useful insights for business owners on personal finance and wealth accumulation.