Welcome to Decision Points

New Episodes Monthly

In the Fall of 2023

True North debuted “Decision Points,” a podcast series tailored for business owners, entrepreneurs, active investors, and C-Suites. Our podcast is designed to equip them for the intricacies of building and reinvesting in a business, strategic partnerships, navigating M&A, creating a purposeful culture, and preparing for a potential future exit by delving into authentic conversations and firsthand experiences.

Narratives possess the power to inspire, challenge, and drive us toward personal growth and fulfillment. We firmly believe that everyone harbors a distinctive tale worth sharing. It’s within the spectrum of experiences—both favorable and unfavorable—that our listeners discover points of connection.

Search All Episodes

How Prepared Are You To Sell?

  • 75% of Business Owners Regret Selling Their Business
  • 83% of Business Owners Have No Pre-Transaction Plan
  • 96% of Business Owners Have No Post-Transaction Plan

Pre-Transaction Planning

True North’s Pre-Transaction Planning solution is a strategic partnership for business owners and entrepreneurs offering comprehensive planning across four key pillars of their personal and professional lives. Our advisors work on your behalf to strategically define your exit goals and objectives to properly prepare you for a successful transaction.

Watch Video
Modern office reception area with True North Advisors signage, front desk with monitors, and person walking toward glass-walled meeting room.

Strategic Partnership

Working with a strategic resource well in advance of a desired selling point can dramatically improve the likelihood of a business owner achieving a successful outcome.

Read Pre-transaction Guide
Three professionals meet in a modern glass-walled conference room at a wealth management office

Investment Advisors

As advisors, we know how personal and business financials intersect. We also understand valuation and the levers available to maximize your business value at exit.

Investment Philosophy