Business Transition Playbook: How to Prepare for Your Exit

Welcome to the Business Transition Playbook, your go-to resource for expert insights and practical advice on preparing your business for a successful transition.

Do it. do it entrepreneurship small business Jan 01, 2024

At the end of each year, I like to reflect on the things I accomplished last year and those areas where I’ve fallen short. A common thread I’ve noticed this year is in the areas where...

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The Way of the Dragon business employment federal reserve housing inflation interest rates jobs recession stocks year of the dragon Dec 31, 2023

As we close out 2023 it’s useful to reflect on the things we got right and the things we got wrong. I was wrong about the US economy.

On July 5, 2022, the yield curve between the two-year and...

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The End Is Near … Maybe? housing inflation interest rates liquidity recession small business stocks terminal rate the federal reserve Sep 23, 2022

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We may be getting close to “the end” of the Federal Reserve’s (“Fed”) interest rate hiking cycle. This week, the Fed increased the Funds Rate 75-basis...

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7 Clear Indications It's Time To Hire Your First Employee employment hiring small business staffing May 03, 2022

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It’s likely you started your small business because you saw a need, had a solution, and recognized the opportunity to provide your solution and earn income for your family. In...

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Cash Flow: What It Means For Small Businesses cash flow cash management ebitda liquidity profit revenue small business May 03, 2022

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You've had your small business for a few years, and even through the pandemic, you’ve managed to stay afloat. You have products (digital or physical) on shelves, customers making...

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Cost Control Strategies To Reduce Operating Costs In A Small Business "budget cogs cost controls cost of goods sold costs efficiency operating expenses outsourcing small business May 03, 2022

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If you’ve been in business for any length of time, you know it costs money to make money. While business costs can vary wildly depending on your industry, expenses are necessary...

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Should You Bootstrap Or Borrow To Start Your Small Business? angel investor bootstrap borrow funding lending sba sba7a small business start-up venture capital May 03, 2022

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As you start your own business, there are a lot of decisions you have to make. Although small business owners make many decisions every day, one of the most important decisions you...

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The Importance of Building Out Financial Projections for Your Small Business financial projections funding sba sba7a small business May 03, 2022

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Learning about financial forecasting is an essential step in your journey toward growth as a small business owner. Being able to accurately project what your future revenues and future...

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Why Your Small Business Needs A Business Plan - No Matter What budget business funding sba sba7a small business May 03, 2022

 

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Recently, a prospective client came to me looking for help gaining some extra resources to grow their business. He wondered what would be required to get an SBA Loan. We walked...

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Plan Your Exit: How To Sell Your Small Business acquisitions m&a mergers mergers and acquisitions sba sba7a small business valuation May 03, 2022

 

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If you’re like many business owners, you've poured your heart and soul into turning your dream into a viable business. Making the decision to sell can be an emotional one....

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What's the Meta with Facebook $amzn $fb $snap metaverse social media web3 Feb 03, 2022

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Meta Platforms shocked investors Wednesday with an unusually weak earnings report. Then Thursday, the company lost $250 billion in market cap. What in world is the Meta with Facebook?

Meta...

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ADP Payrolls Missed … By A Lot adp payroll covid employment federal reserve interest rates jobs omicron Feb 02, 2022

ADP Nonfarm Private Payrolls missed consensus estimates … by a lot.

The January ADP National Employment Report posted an unexpected 301,000 decline in nonfarm private sector payrolls, the...

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