GoKawiilAdvisory firm Balentine flags four recurring blind spots in owner-run businesses
Tom Matthesen, who leads business advisory at Balentine, says business owners commonly overlook four areas—capital planning, talent, earnings quality, and succession planning—because daily operational pressures crowd out longer-term review. He argues these issues are interconnected, so weakness in one area tends to create problems in the others. Matthesen recommends owners address capital strategy proactively rather than waiting until a funding need arises from an acquisition or shortfall.