Ep 112: The Cost of Not Yet
Most Practice Owners have a decision they keep pushing to "later."
It might be a structural change, a hard conversation, a team decision, or a piece of Owner work that never quite makes it to the top of the list. Not because it doesn't matter, but because the Practice is full, the team needs attention, and the next quiet window feels just around the corner.
Sachin had one of those decisions in 2013: a simple trust structure question for his accountant about a Vanguard ETF investment. The form got put aside, ended up in the laundry, and didn't get picked up again until November 2020. That…
The skinny
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