Alternative Financing for Growing Businesses

Alternative Financing for Growing Businesses

We’ve said before how important it is to cultivate a relationship with your banker.   Such a relationship will be important not just throughout the lifespan of your business but particularly when you want to craft an exit.   That said, sometimes market conditions, or...
Apex Success Stories #1: The Long Game

Apex Success Stories #1: The Long Game

This is the first in a new series for the blog: stories from our own clients about their experiences selling with us. We hope you enjoy them! Roger was the third generation owner of a contracting business that had been operating since 1954.  He entered management of...
Case Study #20: When You Had No Plans to Sell

Case Study #20: When You Had No Plans to Sell

Jim McManaman owned Solution One, an accounting and tax firm that handled business and personal accounts.   At its peak, he had six employees and had just added a fee-only financial planning practice to the company. The company was very much a “main street” business,...
Why You Should Buy Instead of Build

Why You Should Buy Instead of Build

There is an inordinate level of romance associated with building a business from scratch.  Shows like Shark Tank and The Profit only exacerbate the issue.   Though such shows do show the struggles that these business owners face, the very appearance on television...
Book Club #18: Before the Exit, by Dan Andrews

Book Club #18: Before the Exit, by Dan Andrews

There are some books out there that can tell you the financial side of how people exited their businesses, but there’s not too much literature on the emotional process of selling.   Bo Burlingham often refers to a sale as just another “phase” of the business. Dan...