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Exit Planning

Exit Planning for Professional Services Firms

A professional service firm, also known as a personal service business, sells […]

Dan DoranSeptember 7, 20216 min read
Value Growth

Value Creation: Why Business Development is Critical

“Growth is never by mere chance; it is the result of forces […]

Dan DoranSeptember 2, 20218 min read
Exit Planning

Critical Factors for Exit Planning

Every year, many companies are sold for numerous reasons: no corporate successor, […]

Emily CaldwellSeptember 1, 20216 min read
Exit Planning

Exit Planning for Architectural Firms

Most principals of architectural firms don’t think about their exit until it’s […]

Matt LawverSeptember 1, 20217 min read
Exit Planning

Why Your Exit Plan Should Help Preserve Wealth?

The best exit plans don’t just provide the business owner an exit, […]

Emily CaldwellAugust 26, 20215 min read
Appraisals and Valuations

Valuation Basics: Understanding the Market Approach

At some point in the business lifecycle, business owners feel the need […]

Matt LawverAugust 20, 20214 min read
Appraisals and Valuations, Financials

Why Is Financial Data Critical to Valuation?

Company valuation is an essential step in succession planning and the best […]

Emily CaldwellAugust 10, 20214 min read
Teams, Value Growth

Involve Your Executive Team in Value Creation

Research shows that when executives and boards of directors achieve dynamic, long-term […]

Matt LawverAugust 10, 20215 min read
Appraisals and Valuations, Value Growth

How a Healthy Sales Pipeline Affects Enterprise Value

Personal contacts and relationships no longer guarantee increased sales. Pure push strategies […]

Dan DoranAugust 9, 20214 min read
Exit Planning

Exit Planning: How to Develop a Plan

Unless you are a first-generation business owner, there’s a good chance you made a […]

Matt LawverAugust 8, 20218 min read
Mergers and Acquisitions, Value Growth

Dealing with Customer Concentration Issues

Business brokers and advisors know that an expansive, diverse customer base is […]

Dan DoranAugust 7, 20215 min read
Value Growth

The Roles of C-Suite Execs in Value Creation

High expectations from investors and customers and the ever-evolving criteria for evaluating […]

Dan DoranAugust 6, 20215 min read
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