top of page

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


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


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


37th & Moss Observations: Telecom Expense Management
Streamlining Telecommunications Management with TEM Solutions How do you and your company manage telecommunications inventory and...
Nick Smith
Feb 215 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


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


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


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


37th & Moss Observations: Aviation Maintenance, Repair, and Overhaul Services
MRO service providers are benefiting from airplane delivery delays and the need for fleets to extend the life of the in-service fleet.
Nick Smith
Aug 14, 20244 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


37th & Moss Observations: Manufacturing Technology
We’ve become very familiar with a few specific industries here at 37th & Moss. Today, we’ll share a brief summary of our insights into...
Nick Smith
Jul 8, 20244 min read


37th & Moss Observations: Utility Inspection Services
We’ve become very familiar with a few specific industries here at 37th & Moss. Today, we’ll share a brief summary of our insights into...
Nick Smith
Jun 14, 20243 min read


Choosing Long-Term Investors: What We Can Learn From Buffett's 2023 Letter to Shareholders
Investors who partner for the long-haul bring a unique perspective to operations. Buffett's recent comments on BNSF show why this matters.
John Washington
Jun 7, 20245 min read
bottom of page
