A CFO can go through an entire career without doing a deal, but when your company puts it on the table, you must be ready. Read my piece for CFO below. Read the article in PDF. CFOs are a source of accuracy within an organization — essential for providing data related...
The freedom to shape one’s own destiny is what attracts many to entrepreneurship. But over time, the stresses of the job can make CEOs want to graduate to a job with fewer responsibilities. Read my article for Chattanooga Times Free Press below. Read the article in...
Our Monty Bruell shared his thoughts on the importance of a succession plan with Minority Business Entrepreneur Magazine. Read the article below Read the article in PDF. As an entrepreneur, you look after the most minute, granular details of every aspect of your...
Understand the areas where CFOs can make a meaningful contribution and where they should step back. I enjoyed sharing my thoughts with CFO. Read the article in PDF. CFOs are the truth-tellers of the executive team. They bring facts and certainty to the company’s...
While the element of risk cannot be completely mitigated, CFOs can sidestep obstacles and keep the M&A process moving toward a positive outcome. Thanks to CFO inviting me to share my thoughts! Read the article in PDF. Deciding to move forward on a company merger...
Thanks to BOSS Magazine for having me — I enjoyed sharing my thoughts on how to get your early investors their money back and keep them happy during the process. Read the article in PDF. A successful business might start with a good idea. But turning that idea into...
Understanding Business Valuation: Considerations for Potential Buyers
Acquiring a business can drive growth, but overpaying is risky. Accurate valuation is essential, especially for first-time buyers.
Our guide covers key methods like times-revenue and scenario analysis to provide a complete view of a company's worth and potential risks.
Download your free guide today!
Four Things to Consider About a Deal Before Price
When selling a business, price isn't always the most important factor. Business sellers often look for buyers who align with their vision and the company's future potential.
This guide contains four critical factors to consider before focusing on price to get the best outcome.
Download your free copy today.
Negotiating the Best Deal: A Checklist for Business Sellers
Successfully selling a business can be challenging as the process entails careful planning, strategic thinking, and the ability to negotiate effectively to ensure the best deal possible.
Every deal is different, but you can get the best possible outcome by following these five steps.
Download your free copy today.
How Not To Be A Turkey
Closing a deal can often feel like navigating a Thanksgiving family dinner, where everyone has their own agendas and interests.
Without the right strategy, you risk making costly mistakes. So it's essential to arrive at the table well prepared, with all the skills and tools you'll need to have your greatest chance of success.
Download your free copy today.
How to Sell a Business in 5 Simple Steps
There’s nothing simple about selling a business. The road to a successful sale is often rocky, with plenty of detours and wrong turns along the way.
Every journey begins with a first step — and with that in mind, we wrote the five steps on how to sell a business.
