Owners’ Academy

Our small business survey shows that there’s ample opportunity for the next wave of business owners to acquire historically successful and sound businesses. 18% of small business owners said they’ve already taken steps to transition ownership of their business, and 29% said they expect to transition ownership in the next five years. https://info.liveoakbank.com/small-business-survey-results-download

The long-predicted seller tsunami is coming. Business owners ahead of the trend will be positioned to take advantage of the positive market conditions. Let Walden provide the leadership and exit strategy that will help you net the most. READ Why Boomer Business Owners Should Watch M&A Cycles – https://waldenbus.com/wp-content/uploads/2022/08/Business-Owners-Should-Watch-MA-Cycles-1.pdf Business-Owners-Should-Watch-MA-Cycles

Live Oak specializes in acquisition financing across the nation and in every industry, utilizing the Small Business Administration (SBA) program, in fact, we are the #1 SBA lender in the country by dollar amount for FY 2021*. We also offer combination financing for capital needs above $5 MM for business acquisitions of companies with an…

Do you want to know how to get featured in the NY Times, Fast Company and other media and attract more clients? Meet Meet Nationally acclaimed Marketing/PR Expert Cassandra Bailey co-author of “Pay Attention”. Click here to join Cassandra live to ask her questions about PR and Marketing: https://www.eventbrite.com/e/meet-marketingpr-expert-cassandra-bailey-co-author-of-pay-attention-tickets-405960247027

“One day, you’re gonna wake up, eat your breakfast, brush your teeth, go about your business. And sooner or later, you’re gonna realize you haven’t thought about it. And that’s the moment you realize you can forget. When you know that’s possible, it all gets easier.” Mike Ehrmantraut, Better Call Saul Perhaps our lead quote…

Date: August 19, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Free Link to Meet Author: Dr. Shameen Prashantham In Gorillas Can Dance, distinguished international business strategy professor and expert Dr. Shameen Prashantham delivers a proven roadmap for large corporations collaborating with startups. Drawing on over a decade of international research, Dr. Prashantham…

After a tsunami of a year facilitating 1031 Exchange transactions, we found there are many misconceptions among investors about 1031 Exchanges. Here are five of the most common areas of investor confusion. Reverse Exchanges Are Quick & Simple: Identifying replacement property in a hot market was a challenge for 1031 Exchangers this past year, causing…

Host Bill McDermott was joined by three accomplished business leaders on this edition of ProfitSense. Banker Samantha McElhaney discussed what business owners need to be focused on now, what to look for in choosing an advisor, as well as how she uses her extensive network to assist her clients. Keith Costley shared how his engineering consulting…

Program produced by XPX Atlanta. Trusted advisors and the deal team need to look beyond numbers and operational process, to the people who will lead the company and deliver the value after the sale. Our 4 panelists come from M&A, Operations, HR, and HR Systems, to bring a comprehensive view of the impact of team…

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Whistleblowers can blow their whistles a little louder tonight. The Supreme Court’s recent ruling, Murray v. UBS Securities, LLC, decided that an employee may prove a whistleblower retaliation claim without showing that their employer acted with retaliatory intent. As a result, it is now easier for employees to succeed on whistleblower retaliation claims under the…

In the competitive world of business, marketing plays a pivotal role to drive revenue generation, brand equity, and overall business valuation. Companies that view branding and advertising as a growth strategy are twice as likely to see revenue growth of 5% or more than those that don’t (source: “Put Marketing at the Core of Your…

Unleashing the Power of Collaboration Today, we’re diving deep into a powerful quote by Jim Stovall that packs a serious punch: “You need to be aware of what others are doing, applaud their efforts, acknowledge their successes, and encourage them in their pursuits. When we all help one another, everybody wins.” Are you ready for…

Do You Need a Virtual CFO? Every company must find an efficient way of handling accounting and bookkeeping functions. For many businesses, an outsourced accounting solution makes good business sense and provides much needed support with financial management. Some businesses and high net worth individuals will want to take their financial operations to another level…

On January 9, 2024, the Department of Labor (“DOL”) announced a six-factor test for determining whether a worker is an independent contractor or an employee under the Fair Labor Standards Act (“FLSA”). This new rule takes effect on March 11, 2024. Classifying workers as independent contractors or employees is extremely important—independent contractors do not receive…

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