For years, business owners have been told that retirement is a finish line. Work hard, build something successful, and one day you’ll sell it
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NEW YORK BASED/NATIONAL TERRITORY- Banker/Trusted Advisor with expertise in handling escrow and non-escrow deposits for Private Equity, firms engaged in Mergers & Acquisitions, Private
From Spreadsheet Chaos to Sale-Ready: Building Executive Dashboards That Increase Business Valuation
Last month, I walked into a manufacturing facility where the owner proudly showed me their “inventory system” – handwritten tags zip-tied to pallets and
Early last month, the Occupational Safety and Health Administration (OSHA) proposed the Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings rule.
Can you Offer Too Many SKUs to Your Customers? The short answer is YES! A SKU, or Stock Keeping Unit, defines each different product
In the fast-paced world of mergers and acquisitions (M&A), professionals are always on the lookout for ways to improve the businesses they represent. The
When preparing (hopefully in advance!) to sell your business, it helps to understand what buyers will looking for and asking about. While revenue and
By Paul Karr There is a common misconception that accounting policy is something that controllers can do in their spare time. Midsize firms especially
How to Lead in Times of Chaos! Meet 3-Time Best Seller, Harvard Prof/former Medtronic CEO Bill George author of “True North” Click here to
If your business performance is lackluster, take a closer look at how it’s operating. And if you’re a business owner already running your company
Program produced by XPX Atlanta. We set the stage in January, emphasizing an understanding of what a buyer looks for. Last month, we talked
Over the last two weeks, I’ve had clients, colleagues, and even family members asking me my thoughts about ChatGPT. Some of them had a
Program produced by XPX Atlanta. Trusted advisors and the deal team need to look beyond numbers and operational process, to the people who will
A recent report says that businesses who utilize a mentor(s) have a 70% greater chance of surviving beyond 5 years than those who don’t.
Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss
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Successful exit planning, transfer of ownership, divestment, or asset/share sale depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a
I was sitting with a founder whose financial advisers had already answered one of the questions exit planning is supposed to answer. He had
Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
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
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
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