Summer is gone – at least in my neighborhood. I wore a sweatshirt to walk the dogs today. Fall is fast approaching! Now! This week! Before the post-Labor Day business boom really starts is a great time to shift gears in your business too. Here are three...
Ever had a client’s exit plan stall—not because of operations or finance, but because their marketing foundation just wasn’t ready? If you’re an EOS or CEPA-certified advisor, you know that value acceleration is more than EBITDA. It’s about confidence, reputation,...
Nobody likes bad news! Especially when they have built a successful business and are ready to reap their well-earned rewards. Take the case of Sarah. Sarah had built her company from scratch, turning it into a $10 million-a-year powerhouse. On paper, Sarah’s success...
It’s been called the Silver Tsunami. That’s the wave of Baby Boomers who are ready to sell their businesses and move to the next stage of their lives. Close behind them is Gen X. Did you know: “73% of the privately held companies in the US will transition in the next...
