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 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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