Blogs
Case Study #91: Cool Cash for Confiscated Cars
Stan Markuze was one of three co-founders who built a company valuable enough to yield a 7X multiple on revenues.
Protecting Yourself and Your Team from Post-Sale Disappointment
One of the things we always want to speak more about is what happens after a sale. Is there a happy ending? What’s the sequel?
Government Shutdown, SBA Prep Continues
Just because the SBA is on hold due to the shutdown doesn’t mean our clients should sit waiting for the government to reopen.
Seller Financing: Going Deeper
A rising interest rate environment can often lead to more seller financing in the marketplace. Banks look at cash flow, working capital, owner salary, and debt service.
Why Are Our Engagement Agreements Exclusive?
Our engagement agreements tell our clients how our work is different from any other transaction they may have been part of in their lives.
Case Study #90: Nine Figure Exit Leads to Soul Searching
In 2018 Dan Berger sold Social Tables, a SaaS business, for $100M. What starts as a side hustle can turn into a nine-figure exit.
Who Are Your “1000 True Fans”?
While 1,000 True Fans may not matter to large corporations, they can provide a real living for a small business.
7 Qualities of Successful Buyers
Over the years, we have learned about qualities that matter in buyers that sellers should be on the lookout for.
What Is a CIM?
A Confidential Information Memorandum is a detailed document that confidentially presents a firm’s operations, financial performance, market position, and growth potential to qualified buyers.
New (Old) SBA Lending Rules for 2025
The SBA has recently reset many of its lending standards. Banks are lending, buyers are motivated, and deals are closing.
Case Study #89: An Eight-Figure IT Staffing Company Exit
Ryan Atkinson had already exited a staffing company when the opportunity to start CORE Resources came along. He didn’t feel like he had the energy to go all-in as he had on the last venture, so he was content to pony up capital and advice and be a background partner. His instincts paid off and eight years later, he and his business partner enjoyed an 8-figure exit.
Case Study #88: Kristie Shifflette and 13 OrangeTheory Clubs
When she started her entrepreneurial journey, Kristie Shifflette didn’t have an exit plan. She wanted to work hard and see what came of it.
Navigating the Emotional Gap in Business Transactions
A key part of a business transaction that buyers need to know from the outset is the emotional gap between them and potential sellers.
Testimonials Really Matter
Building a business today means creating a system in which customer reviews are consistently harvested, responded to, and displayed.
Don’t Skimp on Asset Purchase Agreements
We advocate for using AI in your business, but we don’t advocate for it writing an Asset Purchase Agreement for you, at least not yet.
Case Study #87: When the Acquisition Goes Bad
Ben Leonard founded Beast Gear in 2016 and exited to the tune of roughly $2.7M. Happy ending, right? Not quite.
How AI Can Help Your Business
As you use AI to help your business grow, consider empowering your staff to find ways to use it that you may not have considered.
Cautionary Tale #14: FSBO Woes
Often, FSBO owners put themselves through stress: having to run a business, prep it for sale, and present it to the potential buyers.
Prepare for Buyer/Seller Meetings
It’s important for buyers to know that sellers don’t always have all the answers or may sometimes respond in an unexpected way.
Mental Toughness is Key to Building a Business
Business challenges make us insert a period of reflection when we’re emotionally triggered, which helps to mitigate and inform our reaction.