Independence by Design™
Independence by Design™ is a framework to help owner-operators get out of the weeds and lead from the boardroom.I built it because I lived this trap. In 2009, I joined my dad in our $21M family business.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 24, 2026
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- Earliest in this view
- Jul 10, 2026
Latest episodes
#512: Alan Beaulieu & Kim Clark | Turn Economic Uncertainty Into a Plan (opens the original)
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Summary Your 2027 budget needs a price, a hiring plan and a cash number, even when the economic headlines disagree. Kim and I sat down with economist Alan Beaulieu to work through what owners can do with that uncertainty. We start with the difference between rising sales and real growth, then connect bond-market trends to pricing, margins and the payback on borrowed money. I push Alan on the risks I see in government debt, China and the monetary system. He keeps bringing us back to the business
#511: Camille Nicita Higley | The Business Is the People (opens the original)
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Great people doing great work for great clients create great impact. That is Camille Nicita Higley's whole model in one sentence, and the financials are the output. You have a version of it on a wall somewhere. You have never been able to point to it on the P&L, so every quarter it loses to the numbers. She spent thirty years building a company on that sentence, sold it, ran the global firm that bought it, and three years after we first talked she is more certain of it than ever. I told her I th
#510: The Leadership Development Plan: How to Build the Confidence to Actually Let Go (opens the original)
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There is somebody at your company you want to put in a seat, and the last time you promoted someone on promise it went sideways: the team lost respect for them first and for you second. So you hold on. Not because you want to run the function forever, but because you do not have the confidence to let go. Kim and I closed out the leadership milestones with the one that builds that confidence, and my definition is simpler than anything the leadership industry sells: the development plan is the pro
#509: The 5-Year Leadership Roadmap: How to Fill the Three Seats You Cannot Afford Yet (opens the original)
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Last episode I made the case that your org chart is three seats, because your income statement is three buckets. The question everybody asked afterward was the obvious one: fine, but I cannot afford a CRO, a COO, and a CFO, so what am I supposed to do on Monday? This is that answer. Kim and I walked a five-year roadmap I built the hour before we recorded, one page per seat, and the thing I want you to notice is what it solves for first. Not the person. The number. Who owns it in year one, how th
#508: The 3 Functional Leaders: The CFO, CRO, and COO Who Run the Business Without You (opens the original)
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Somewhere in your office is an org chart with seven titles on it, and if somebody asked you today who owns revenue, the honest answer is still you. Same for margins. Same for cash. Kim and I opened Module 7 with this episode, and I want to be straight about how I landed on three functional leaders: I am not a leadership guru, and this did not come from a personality test. It came from the income statement. Three buckets. Revenue, gross margin, and everything from SG&A down to net income and cash
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