Cash Is King

Businesses large and small depend on cash. Cash is the main measuring tool of financial stability and health. Cash production is also the main element in most business valuations. Wealth Advisors will analyze cash on the balance sheets of publicly traded companies to...

Buying A Business Requires Financial Readiness

Buying a Business is a process. Much like a business owner preparing a business for sale, buyers also have to plan ahead for an acquisition. Besides focusing on the right type of business to match background and personality, the business also has to be the right size...

Due Diligence

Once an offer has been accepted on a business, what’s next for buyer and seller? There are now some steps that need to be followed by the buyer and seller to ensure a successful transaction. It’s an exciting time that can also be stressful for both parties....

The First Step – Make an Offer

The “buyer” seminar that we held this week was very informative – again. (Anyone interested in how deals are done may attend these seminars.) One of our local experts explained the importance of following a process to get to the finish line. Getting a deal...

Seller Preparation

Over the years we’ve talked about the need to have some sale pre-planning to improve the position of the company and increase its value. There are numerous variables that need to be addressed and an owner may have to modify how they operate their business in order to...