Articles

April 10, 2024

Top 5 Mistakes Business Owners Make when Selling their Business

As an owner of a business, it is not unusual for you to think about eventually exiting your business.
March 13, 2024

Due Diligence: A Vital Exercise for Buyers & Sellers

If you are an owner of a privately held lower middle-market business, you may have no idea
March 12, 2024

My Shelves Are Full

In all our years of operation, I don’t think we have seen two businesses that manage their inventory the same way; so,
December 29, 2023

Why an Industry Specialist is a Bad Idea When Hiring a MA Advisor

It’s tempting to think that someone who only represents businesses within your industry is
November 17, 2023

WORKING CAPITAL: Often Misunderstood But Always Important

Working capital is not the way many owners think about their day-to-day operating cash flow, in fact it would be quite normal if this wasn’t something […]
October 30, 2023

How to Evaluate an LOI When Selling Your Business.

Getting a Letter of Intent (LOI) feels like a victory. It’s the point in the process when someone
September 11, 2023

Boosting Your Business Value with Monthly Recurring Revenue

As a business owner you’re focused on growing your revenue and building your sales. But, are all revenues created
July 12, 2023

If I Sell, What Next?

One of the most important conversations we have with you, a business owner, when representing you to sell your business is, “What are your plans after […]
May 2, 2023

Seeking Certainty when Selling

I was in a meeting with a business owner the other day and he had a very specific life objective as to when he was ready […]