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Insights For Small Business Success: Finance, Operations, Business Sales and Planning
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Three Signs Your Small Business Needs a Budgeting Process
Budgeting is often considered a task reserved for large corporations with complex financial structures. However, for small businesses,...
37th & Moss
Jul 104 min read


Customer Concentration Risk: How to Diversify Revenue Sources Prior to a Business Sale
When buyers analyze a business, they will often start by spending time reviewing revenue trends, then diving a layer deeper into the...
37th & Moss
Jun 124 min read


Financing Options for Small Business Sales: How Financing Supports a Successful Transaction
A Challenging Stretch for Small Business Sales We’ve witnessed a volatile start to the year for both public market and private market...
37th & Moss
May 305 min read


How to Forecast Revenue for a 12 Month Small Business Budget: Step-by-Step Guide
Budgeting is rarely a topic that elicits excitement from business owners and managers. Instead, the process is associated with minutiae...
37th & Moss
May 165 min read


Understanding Deal Structures: Earnouts, Equity Retention, and More
When selling a small business it’s easy to focus on just one number – the final sale price. But how a deal is structured is just as...
37th & Moss
May 24 min read


Navigating the Sale of Your Small Business Amid Economic Uncertainty
How should sellers think about sale timing relative to economic volatility?
37th & Moss
Apr 183 min read


Will Key Person Risk Lead to Succession Challenges for Your Business?
When a small business owner begins planning their exit—whether through retirement, a sale, or succession—there’s one risk that’s often...
37th & Moss
Apr 34 min read


Why Independent Acquirers Deserve a Place in the Succession Planning Playbook
Business owners may be surprised to learn that individuals were the most active acquirers of businesses below $50 million in 2024....
37th & Moss
Mar 214 min read


Small Business Acquisition Trends - Q4 2024 Summary
After a sluggish 2023 and 2024 for small business acquisitions, will declining rates usher in a period if increased activity in 2025?
John Washington
Mar 75 min read
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