Features

Features

The Importance of Legacy for MWBEs

Our Monty Bruell shared his thoughts on the importance of a succession plan with Minority Business Entrepreneur Magazine. Read the article…

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Features

CFO: 3 Roles CFOs Must Learn to Be an M&A Player

Understand the areas where CFOs can make a meaningful contribution and where they should step back. I enjoyed sharing my thoughts with CFO.…

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Features

CFO: 3 M&A Pitfalls CFOs Must Avoid

While the element of risk cannot be completely mitigated, CFOs can sidestep obstacles and keep the M&A process moving toward a positive…

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Features

BOSS Magazine: How Entrepreneurs Can Create a Seamless Exit for Early Investors

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…

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Features

Why Some Company Owners are Returning to Outside Employment

Some business owners may find themselves wanting to revert. If so, what steps come next in order to sell the company off? Thanks to The…

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Family First: Transferring Your Business to the Next Generation

I enjoyed sharing my thoughts on transferring a business to the next generation with Modern Contractor Solutions Magazine. Read the article…

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5 Steps to Transfer a Construction Business to a Family Member

Succession planning can be complicated, but these tips will smooth the process. Thank you for having me, Construction Dive! Read the…

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Features

The CEO’s Role in Selling Their Company

As an investment banker, I have helped many CEOs and owners sell their businesses. And I have seen a huge difference in the result when a…

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Features

Why Some Small Business Owners Are Going Back to Work

For those who’ve become tired of the responsibilities of small business ownership, there’s no shame in seeking out a different opportunity.…

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Features

BOSS Magazine: How CEOs’ Existing Skills Can Contribute to a Successful Company Sale

Entrepreneurs can play a vital role in the company sale process by utilizing their existing sales skills, networking capabilities and…

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Features

The American Genius: How CEOs Can Use Existing Skills to Support Their Company Sale

One of the biggest predictors of a smooth and successful sale of a business is when the company owner takes on an active role in the…

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Features

SIMON SAYS, LET’S TALK BUSINESS: Frank Williamson with Oaklyn Consulting

I recently sat down with Al Simon of Sandler Simon to chat about how Oaklyn helps prepare business owners to work effectively and navigate…

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