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Tom Metzger, Citizens Private Wealth

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Articles
CurrentMoney

Rethinking Succession in the Era of the Great Ownership Transfer

By Tom Metzger, Citizens Private Wealth
July 10, 2026
3 Mins read
Often overlooked within the broader “Great Wealth Transfer” conversation is the Great Ownership Transfer, or the shift in control of small businesses…
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CurrentTechnology

The Hidden Cost of Cybersecurity for Small and Medium-Sized Business Owners

By Kevin Pierce, COO and President, VikingCloud
July 9, 2026
4 Mins read
Small- and medium-sized business (SMB) owners didn’t start a business to become part-time security analysts. They built it to innovate, scale, and…
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CurrentMoney

The Benefits of the Tri-Merge Standard for Small Businesses

By Brian Wallace, Founder and President, NowSourcing
July 8, 2026
3 Mins read
For small business owners, financing options are offered based on personal credit. Whether purchasing commercial property, expanding operations, or more, loan-based lending…
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CurrentManage

The Rise of “Soft Days Off”: The Impact of Behavioral Adaptation on Performance

By Prakash Mana, CEO of Cloudbrink
July 7, 2026
6 Mins read
For decades, workplace productivity operated around a relatively stable assumption: work happened within defined hours and predictable environments, and productivity could largely…
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CurrentTrends

Small Businesses Face Growing Risks—But Confidence Remains High

By Rieva Lesonsky
July 6, 2026
3 Mins read
If there’s one theme emerging from recent small business research, it’s that owners are learning to operate in a world where challenges…
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CurrentLead

The 30-Day Operations Reset: What Small Business Owners Should Fix Before Their Next Growth Spurt

By Radiance Mack, Founder and CEO, The Mack Standard
July 6, 2026
5 Mins read
Many small business owners respond to growth pressure in the same way. They invest in more marketing, add employees, buy new software,…
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CurrentManage

The Audit-First Framework for Small Business Automation

By Jonathan Guy
July 3, 2026
5 Mins read
If you’ve ever spent money on software nobody actually uses, you’re not alone. Most small business automation projects stall, not because the…
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CurrentTechnology

The Small Business Owner’s Guide To AI Agents

By Jeff Chen, CEO, Redcar AI
July 2, 2026
5 Mins read
SMB owners are the ultimate beneficiaries of AI. In large companies, job functions are filled by full-time employees, and recruiting teams, paired…
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CurrentManage

Small Businesses Are Rebelling Against Hidden Drug Benefit Costs

By Paul Pruitt, Co-founder and Chief Growth Officer, SHARx
July 1, 2026
5 Mins read
Healthcare costs continue to climb in 2026, and many small businesses are struggling to keep pace. Mercer recently projected that employer health…
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CurrentMoney

Credit & Consequence: Pressure, Uncertainty, and Opportunity

By Dean Lyulkin and William Stern
June 30, 2026
6 Mins read
Editor’s Note: Small business owners are used to uncertainty, but lately it seems like every headline brings a new challenge. Consumers are…
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