Silvertree, LLC

11/02/2026

Okay…this absolutely made our day. 😊

A couple of our favorite clients MADE lunch for our team and brought it into the office as a thank you.

How thoughtful is that?

We say it often, but we really do have the best clients. We’re grateful for the trust, the relationships, and apparently, the occasional homemade lunch too. ❤️

10/29/2026

Pretty great day to wake up a Brewers fan. ⚾️💙💛

10/27/2026

The highlights get the attention. The work gets the results.

Brewers fans know it. So do the people who show up every day and build, make, lead, solve and get things done.

Success usually isn’t one big moment. It’s years of doing the little things right, making adjustments and staying focused on where you’re headed.

We have a lot of respect for that mindset.

On the field. At work. And with your money.

We love our Brewers!!

Go Crew. ⚾

10/21/2026

You’ve spent a career building.

Maybe you built a business. A career. A family. A nest egg. Or maybe you’ve quite literally spent your career building things.

You worked hard, saved, invested and made a lot of smart decisions along the way.

But eventually, the questions start to change.

Have I built enough?
Can I actually retire the way I want to?
Are all the pieces of my financial life working together?
Is there something I’m overlooking?
What does everything I’ve built actually make possible?

Those are different questions, and sometimes knowing which questions to ask is the hardest part.

That’s why we created our Retirement Readiness Assessment. It’s a short quiz designed to help you take stock of where you are today, uncover areas you may want to think more deeply about, and identify the questions worth asking as you plan for what’s next.

Because at some point, financial success should become about more than the number on a statement.

You spent your career building. Now make sure what you’ve built supports the life you’re building next.

👇 Take the Retirement Readiness Assessment by clicking the link below.

10/14/2026

Many business owners spend years building value in their company.
But when was the last time you asked whether your business would provide the options you want if you decided to step away tomorrow?
Thank you to Portage County Business Council, Inc. for the opportunity to lead a conversation around "Value Before the Deal" and the decisions that can either create or limit future choices for business owners.

We appreciate everyone who participated and shared their experiences. The thoughtful discussion made for a valuable morning, and we're grateful to support a stronger business community throughout Central Wisconsin.

10/08/2026

Retirement was never really about "doing nothing."
For most successful professionals, it's about freedom.

Freedom to spend more time with family.
Freedom to travel when you want.
Freedom to pursue projects that excite you.
Freedom to decide how you spend your time each day.

The real question is:
At what point does work become optional?

Not because you have to stop working.
But because you've built enough financial independence that you can choose.

Many people spend years wondering:
Am I closer than I think? Do I have enough? Am I actually on track?

The interesting part is that a few intentional conversations can often provide far more clarity than years of uncertainty.

Would knowing where you stand change how you think about the future?

10/07/2026

Sometimes fresh air and business development go hand in hand. Thanks Chuck Price at Blue Collar Consulting, LLC for a fantastic afternoon out at Sand Valley Golf Resort. Always a joy talking shop with you !

09/29/2026

💧 Wonderful Water Run 2026 💧

One of the things we love most about Central Wisconsin is how people come together to support causes that make a lasting impact right here at home.

This weekend, Adam, Tammy, and Elena had the opportunity to volunteer at the Wonderful Water Run, while Jon and his wife, Sarah, took on the half marathon.

We're grateful for organizations, volunteers, sponsors, and participants who invest their time and energy into protecting the water resources that make our communities such a special place to live, work, and raise a family.

Thank you to everyone who helped make this year's event a success. We're already looking forward to next year!

09/22/2026

A question every business owner should ask:
If an unexpected opportunity or life event occurred tomorrow, would your business be ready?
Most owners are focused on running the business.
Few are intentionally measuring and building enterprise value.
On October 14, we'll discuss why enterprise value should be the North Star, regardless of when or whether a transition ever occurs.
Join us at the PORTAGE COUNTY BUSINESS COUNCIL BUSINESS X-CHANGE. Register at the link below:

BUSINESS X-CHANGE PRESENTATION OCTOBER 14, 2026 Business X-Change meets regularly throughout the year. Our October X-Change will be held at the Portage County Business Council office. Business X-Change allows business owners and their employees the opportunity to discuss pertinent topics, learn from...

09/16/2026

For years, I believed the business worked because I was in the middle of everything. It didn't. I was the ceiling.

Learning to delegate was the hardest thing I've done as an owner. But it changed the growth of the firm, and it gave me my personal life back.

It also changed how I think about succession. A company built around one person is harder to hand off, and it may not be worth what the owner assumes it is.

Authority Magazine asked me about succession planning. I ended up talking as much about letting go – the "what's next" question a lot of owners avoid – and why the personal plan and the business plan have to move together.

If you still find yourself inspecting every task you hand off, you may see some of yourself in this one:

Building a real business is not about proving you can do everything yourself. It is about building a team, empowering people, and creating…