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...
Managing Your Business Like the Investment That It Is
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The Story Behind the Numbers.
Value Added Ideas For Business Owners and Their Advisors.
Meaningful Business Valuation THRIVES on Complexity and Detail!
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...
What’s Next? Defining Life After Transitioning Out of Business Ownership
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...
Avoiding a Frequent Mistake–Treating All Blocks of Equity (Ownership) Equally
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...
Business Valuation is More Than a Multiplication Equation
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...
Hot Topic for Your Next Client Meeting: Value Planning
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....
Don’t let your clients throw their year-end financial statements in a drawer…
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...
COVID’s Surprising Impact on Business Value
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...
8 Ways to Build Value In a Family Business
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...
Managing Your Business Like the Investment That It Is
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...
Meaningful Business Valuation THRIVES on Complexity and Detail!
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...
What’s Next? Defining Life After Transitioning Out of Business Ownership
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...
Avoiding a Frequent Mistake–Treating All Blocks of Equity (Ownership) Equally
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...
Business Valuation is More Than a Multiplication Equation
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...
Hot Topic for Your Next Client Meeting: Value Planning
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....
Don’t let your clients throw their year-end financial statements in a drawer…
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...
COVID’s Surprising Impact on Business Value
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...
8 Ways to Build Value In a Family Business
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...
