Dr. Merlot

About Dr Merlot

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So far Dr Merlot has created 19 blog entries.

Succession Planning Learnings from the Suez Canal Boat Debacle

2021-04-23T16:04:33-05:00By |Leading Your Business Through Transition, Succession Blog, Succession Matrix-10 Point Perspective, Video|

One small misstep that was unforeseen, unexpected, and totally not at all planned for has had impacts on the global economy at large. Similarly, succession planning, if not engaged in, can do the same thing to the personal financial future of a business owner AND the sustainability of the business. [...]

Dr. Merlot’s Perspective: Spring has Sprung

2020-04-03T14:57:42-05:00By |Succession Blog|

I dare say that I blinked my eyes and before I knew it, May was here. I can’t say I’m surprised, really, with all the travel. Coming out of CONVENTION SEASON and the back and forth to Las Vegas for two national conferences, I don’t bounce back as fast from those red eyes as [...]

Dr. Merlot’s Perspective: Hanging with My Friends

2020-04-08T11:38:17-05:00By |Dr. Merlot|

As we enter into Spring, comes with it, CONVENTION SEASON for my friends at The Rawls Group. I am thankful that I do not have get involved  in any of the planning, but do enjoy participating in the "fruits of their labor.” For example, I am looking forward to some free wine and fun [...]

Dr. Merlot’s Perspective: New Year Reflections

2020-05-19T12:48:28-05:00By |Dr. Merlot|

Another year has gone. As a I “mature” (a doctor’s way of saying, “get older”) I realize how fast time passes us by. As a kid, summers seem to last forever, school breaks during the holidays were like real “holidays” and the school weeks just seem to drag on, and on. Now I realize [...]

Dr. Merlot’s Perspective: Finding Holiday Cheer

2020-06-02T10:31:03-05:00By |Dr. Merlot|

As we enter the holiday season, I reflect on the past year and all the Merlot enjoyed, pontifications with friends, and memories created. I have enjoyed working through some significant client challenges, helping them right the ship out of the storm, and of course beating Loyd at golf is always a memory worth cherishing. [...]

Dr. Merlot’s Perspective: Changing Face of Leadership

2019-07-02T10:34:37-05:00By |Dr. Merlot|

Loyd and I have not had the opportunity to get together as much as I would like over the last several weeks. Between our work schedules and the fact that he had surgery, not once, but twice, we have not been doing our regular golfing or commiserating. It does not mean that we have not [...]

Dr. Merlot’s Perspective: Servant Leadership

2019-06-28T12:41:20-05:00By |Dr. Merlot|

The last discussion Loyd and I had revolved around leadership style. Specifically, we discussed the impact of those that manage from a position of power versus those who manage with personal influence. Today, businesses may hire employees, but what both the business and employee wants are to be team members. Therefore, a paradigm shift is [...]

What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

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