Year-End Planning

Year-End Planning

Sounds boring right? If you made it this far, thank you. Keep reading. For business owners there is a fair amount of planning that goes into finishing up the year and preparing for next year.  Year-end expense adjustments and tax planning can consume a ton of time....
Raising the Price After an Offer

Raising the Price After an Offer

Number One Way to kill any deal? Raise your price after receiving a full-price offer! (Bang head on wall now.) Fortunately, this doesn’t happen frequently, but I’m afraid it does occur. We spend quite a bit of time establishing a business value with the seller, and...

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...

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...