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


Selling Your Business to a Competitor: Pros and Cons for Small Business Owners
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...

37th & Moss
Feb 74 min read


When to Sell a Small Business: Four Signs it's Time to Consider a Sale
One of the hardest decisions for entrepreneurs is determining when it’s time to sell a small business. For many business owners, their...

37th & Moss
Jan 245 min read


How Sellers Can Benefit from Commissioning a Quality of Earnings Report
A quality of earnings report can offer sellers valuable information and inspire confidence in buyers.

37th & Moss
Jan 95 min read


Introduction to Due Diligence for Small Business Owners
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.

37th & Moss
Dec 5, 20244 min read


How to Find and Vet Potential Buyers for Your Business: A Guide to Succession and Exit Planning
For small business owners preparing for succession or exit planning, finding the right buyer is essential to a successful sale process....

37th & Moss
Nov 14, 20245 min read


Cash Flow Analysis for Succession Planning: A Key to a Smooth Transition
Cash is King For Operations and Succession For small business owners planning to step away from operations, cash flow analysis is a...

37th & Moss
Oct 31, 20245 min read


Succession Planning Without Heirs - How Small Businesses Can Thrive For Years to Come
Planning for succession without an heir can feel overwhelming, but it also opens up a world of options for preserving a legacy and...

37th & Moss
Oct 15, 20245 min read


Three Succession Planning Considerations for a Declining Interest Rate Environment
Navigating Succession When Rates Move Lower Succession planning is a critical element of a business’s exit strategy, but how do...

37th & Moss
Oct 1, 20245 min read


Small Business Acquisitions Trends - Q2 2024 Summary
Signs of a Rebound Despite Lingering Headwinds The environment for business sales has hardly been accommodative through the second...
John Washington
Sep 5, 20245 min read


When To Sell My Business - Considerations for Small Business Owners
Navigating an Important Milestone Deciding when to sell your small business is a major, highly emotional decision that can often feel...

37th & Moss
Aug 26, 20245 min read


Contracted Revenue is Not Always Recurring Revenue - Implications on Business Sales
Contracted revenue does not equal recurring revenue. Understanding the nuances of revenue and impacts on valuation is key for sellers.

37th & Moss
Aug 7, 20244 min read


Financial Records and Exit Planning: Tips for Small Business Sales
Well managed financials signal confidence and professionalism to buyers. Consider these tips to prepare financials for a sale process.

37th & Moss
Jul 23, 20244 min read
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