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

Well managed financials signal confidence and professionalism to buyers. Consider these tips to prepare financials for a sale process.

Considering a sale process without a broker? Here are key considerations for business owners.

Selling to an operator is a top succession option for small business owners. Here is why this approach benefits businesses and owners.

Investors who partner for the long-haul bring a unique perspective to operations. Buffett's recent comments on BNSF show why this matters.

A business is worth its future stream of cash flows, but how can sellers and buyers agree on the risk associated with cash flows?

Can you sell your business? Here are three major considerations that impact the ability to complete a business sale.

Individual buyers have been a consistent source of liquidity for small business owners, yet many sellers lack familiarity with this option.

Recent small business acquisition data point to interest rate headwinds, a need for flexible structure, and interesting valuation trends.

Although each sale process is unique, there are a common set of steps across the sale journey. We outline eight steps relevant to sellers.

Sellers can use this simple framework to assess fundamental trends and determine whether the timing is right to sell a business.

Cash in a seller's pocket is heavily influenced by taxes applied to sale proceeds. This IRS rule can help reduce seller tax burdens.

Personal factors are an important driver of sale timing. Here are five common reasons owners elect to sell.

2023 was a reminder that economic outcomes are hard to predict. What can sellers take away regarding timing for a sale process in 2024?

Alignment of expectations between sellers and buyers is key to a successful transaction.

Accurate financials are critical for strategic planning, sound operating decisions, and navigating external review of a business.

A business sale represents an important source of liquidity for business owners, yet the sale process is often poorly understood.

The term EBITDA is commonly referenced in acquisitions and valuation. What is it? And why is it important?

In this post we discuss small business transaction stakeholders and some of the many ways small business sales are structured.

Don't let a tax bill from a business sale catch you off guard. Educate yourself on top tax considerations for sellers of a business.

The benefits of ETA are far reaching for sellers, buyers and for the economy.