Financial Strategy
How to Sell Your Business in 9 Steps
The prospect of selling your business can be exciting and anxiety-provoking, especially when you have invested years into building a company. Although the potential for financial gain may be alluring, the journey is complex and involves change, which can stir up...
Understanding the Merger and Acquisition Process
If your company is about to embark on a merger and acquisition process, you may be experiencing conflicting feelings. Although the prospect of something new is exciting, the endeavor is complex, involves unknowns, and results in change, all of which can be scary....
Business Exit Planning: How to Create Value Before a Sale
There comes a time in every business owner’s life when you must consider your next move. Perhaps you have another brilliant idea you want to pursue, or you’re ready to retire. Whatever the reason, business exit planning is vital to realizing that dream. As...
How to Use Gross Margin for Service Business Profitability
When your people are your product, delivering consistent and affordable services while turning a profit is challenging. The task may seem doable when your firm is small, but the entire operation can quickly go off track when growth occurs. As a Financial Planning and...
