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As a visionary entrepreneur, it’s safe to assume you have a long list of goals you want to achieve … First there’s your business goals — like meeting specific growth and financial metrics … And then there’s your personal goals — maybe working out more, eating healthier, or spending more time with your family.

It seems like we’re always shouting from the rooftops the importance of planning … But we can’t stress enough how critical it is when scaling a business and leading people. So we’ll keep beating this drum until it’s ingrained in your business.

As we launch into 2023, many of us have big goals for who we will become, what we will achieve, and what success will look like by the end of the year. These aspirational ideals propel us to show up every day with intention and discipline

As we celebrate the holidays and look forward to a brand new year ahead, let us take a moment to reflect and give our gratitude to 2022! In the hustle and bustle of the season, especially as business owners, pausing to reflect isn’t always easy. But a “go mentality” will only take us so far.

There’s a saying that goes, "If you want something you've never had, you must be willing to do something you've never done." As leaders working to build and scale our businesses to new heights, change is inevitable

The holiday season can be a wonderful time to communicate with existing and potential investors EVEN IF you have nothing to sell. Or rather, ESPECIALLY when you have nothing to sell. And just like all year-round, the challenge we see many capital-raisers face this time of year is … What do you say when you have

Businesses come in all shapes and sizes … But no matter the size, category, or structure, all of them have one big thing in common … They’re centered around people. We don’t have to tell you that a real estate syndication company won’t get very far without people to invest in your deals …

There’s a saying that leaders cast their shadow on the organization … It refers to the Leadership Shadow Model developed by Goldman Sachs … A simple methodology based on the concept that leadership starts at the top and trickles down to every level of the organization.

At OTS, we spend a lot of time working with successful mission-driven leaders from all sorts of different backgrounds. While their businesses and goals are all unique, the overwhelming majority of them have one thing in common: most effective leaders are planners.