And another year is in the books! It’s time to gather and review our bank statements, investment statements, tax statements…and if a business is owned, wrap up...

Value Added Ideas For Business Owners and Their Advisors.
And another year is in the books! It’s time to gather and review our bank statements, investment statements, tax statements…and if a business is owned, wrap up...
A business advisor recently mentioned that they were speaking with a business owner who wanted to plan for the future. The advisor suggested that it would be wise to...
Often when business owners think about transitioning out of business ownership, they focus on numbers and logistics first but don't always consider what they will do after...
Here’s a scenario we see occurring frequently: A 100% owner of a business wants to sell a 10% equity interest in their company to a key employee so they have some...
The risk of rushing to democratize business valuation The importance of business owners understanding the value of their business cannot be understated. Far too many...
This time of year many business owners spend an inordinate amount of time looking at their financial statements, especially related to tax planning for their business....
January means it’s time for year-end financials, and as business owners everywhere are looking at revenues and profit numbers from the prior year, there is an abundance of...
Something notable happened with many business owners while managing through COVID that could impact the value of their businesses. It doesn’t have anything to do with their...
Dear Cathy, What would you say are the key ways to build value in a family owned business? I find myself so busy every day and yet my company’s revenue growth has been...
And another year is in the books! It’s time to gather and review our bank statements, investment statements, tax statements…and if a business is owned, wrap up...
A business advisor recently mentioned that they were speaking with a business owner who wanted to plan for the future. The advisor suggested that it would be wise to...
Often when business owners think about transitioning out of business ownership, they focus on numbers and logistics first but don't always consider what they will do after...
Here’s a scenario we see occurring frequently: A 100% owner of a business wants to sell a 10% equity interest in their company to a key employee so they have some...
The risk of rushing to democratize business valuation The importance of business owners understanding the value of their business cannot be understated. Far too many...
This time of year many business owners spend an inordinate amount of time looking at their financial statements, especially related to tax planning for their business....
January means it’s time for year-end financials, and as business owners everywhere are looking at revenues and profit numbers from the prior year, there is an abundance of...
Something notable happened with many business owners while managing through COVID that could impact the value of their businesses. It doesn’t have anything to do with their...
Dear Cathy, What would you say are the key ways to build value in a family owned business? I find myself so busy every day and yet my company’s revenue growth has been...