Matt Wilhelmi

February 5, 2023

Designing (and Compartmentalizing) the CEO Role for your Business

“Who is actually in charge around here?” I thought to myself as I was listening to three owners of a company discuss strategic initiatives for the future of their enterprise. In the first few months of […]
January 9, 2023
Financing a Partner Buyout

Financing a Partner Buyout

“My business banker told me to call your office.” The line was staticky and the lady on the other end of the call sounds unsure. She continued, “They declined me for a business loan but couldn’t […]
November 3, 2022
Ascension Mentality Podcast

The Ascension Mentality Podcast – Preview

Amy Wilhelmi, LMFT and Matt Wilhelmi teamed up to interview some interesting guests, learn about their ascension journey, and unpack what it takes to succeed. Our production and marketing teams are working to get the podcast […]
November 1, 2022
Financing Mergers and Acquisitions - Blog Post Banner

Financing Mergers and Acquisitions

“Well… We shook on it the other day.” She paused to consider her own words. I could tell as she was explaining what happened that she was frustrated that she broke the first rule of business […]
October 3, 2022
Practicing Sound Corporate and Financial Management

Practicing Sound Corporate and Financial Management

“Umm… So… What exactly am I looking at here?” The entrepreneur sat back in my conference room chair and began biting her red pen. Although wildly intelligent (has multiple degrees and is highly respected in her […]
September 2, 2022
(How to Survive) The Great Business Pivot - Blog Post Banner

(How to Survive) The Great Business Pivot

“Where the (bleep) is that person on the org chart?!” The line went quiet. I was waiting for my client to continue as I recognized this question was more of a rhetorical question than one that […]