Insights For Small Business Success: Finance, Operations, Business Sales and Planning 

When a small business owner begins planning their exit—whether through retirement, a sale, or succession—there’s one risk that’s often...

Business owners may be surprised to learn that individuals were the most active acquirers of businesses below $50 million in 2024....

After a sluggish 2023 and 2024 for small business acquisitions, will declining rates usher in a period if increased activity in 2025?

Finding the Best Fit Buyer One of the first questions many business owners face when going down the path of exiting a business is: who...

One of the hardest decisions for entrepreneurs is determining when it’s time to sell a small business. For many business owners, their...

A quality of earnings report can offer sellers valuable information and inspire confidence in buyers.

Due diligence is not a glamorous step in the sale process, but it can make or break a deal process. Here is what sellers should know.

For small business owners preparing for succession or exit planning, finding the right buyer is essential to a successful sale process....

Cash is King For Operations and Succession For small business owners planning to step away from operations, cash flow analysis is a...

Planning for succession without an heir can feel overwhelming, but it also opens up a world of options for preserving a legacy and...

Navigating Succession When Rates Move Lower Succession planning is a critical element of a business’s exit strategy, but how do...

Signs of a Rebound Despite Lingering Headwinds The environment for business sales has hardly been accommodative through the second...

Navigating an Important Milestone Deciding when to sell your small business is a major, highly emotional decision that can often feel...

Contracted revenue does not equal recurring revenue. Understanding the nuances of revenue and impacts on valuation is key for sellers.

Well managed financials signal confidence and professionalism to buyers. Consider these tips to prepare financials for a sale process.

Considering a sale process without a broker? Here are key considerations for business owners.

Selling to an operator is a top succession option for small business owners. Here is why this approach benefits businesses and owners.

Investors who partner for the long-haul bring a unique perspective to operations. Buffett's recent comments on BNSF show why this matters.

A business is worth its future stream of cash flows, but how can sellers and buyers agree on the risk associated with cash flows?

Can you sell your business? Here are three major considerations that impact the ability to complete a business sale.