I saw a post on LinkedIn—a glimpse of rare leadership insight that caused me to pause. A koan posted by someone named Dr. Sam
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You might be surprised to know I love bourbon. Over the years, I’ve discovered that I enjoy the taste of bourbon much more than
Thomas Roback, Jr., CEP, QKA, is Chief Revenue Officer for Blue Ridge ESOP and VP, Membership for the Mid-Atlantic Carolinas ESOP Association. He attended
I was sitting with a founder whose financial advisers had already answered one of the questions exit planning is supposed to answer. He had
After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
“I hate KPIs!” The vehemence in my friend’s voice made me pause. She had worked at a science-based public health organization focused on nutrition—the
Most business owners fixate on the headline purchase price when they think about selling, picturing that full amount landing in their account. In reality,
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
This is not a formality. It is one of the most important early protections a seller has, and skipping it creates risks that are
Selling a business is one of the most significant financial decisions a person can make. Selling a family business is all of that and
Your client just signed a letter of intent. They think the hard part is over. It is not. It is just beginning. Due diligence
If you want to grow a business — scale it, sell it, hand it to someone else, or just make it stronger — the
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I saw a post on LinkedIn—a glimpse of rare leadership insight that caused me to pause. A koan posted by someone named Dr. Sam
One of the most expensive assumptions in business is this: “Clearly our best performer/star X should be our next CEO.” It feels logical. After
Being Ghosted by a Prospect Just last week, two different business owners raised the same frustration with me: being ghosted by prospects. Ghosting can’t
Two offers with the same headline price can leave a seller with very different net proceeds, because whether a deal closes as an asset
The terms M&A advisor and business broker overlap, especially on smaller deals, which means a title alone tells a client little about who will
A client with a few dominant customers may still sell, but part of the price can end up tied to whether those customers stay
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