Lessons From a Decade of Service
Prepare carefully. Set goals. Follow through when things get tough. A decade of military service shapes how a person makes everyday decisions and takes responsibility. That same military discipline can … Read More
Turning Military Service Into Business Success
Your military service is an asset. So is your experience. You learned to lead people, make decisions fast, and finish the mission. None of that changes after your military transition. … Read More
Mistakes That Can Quietly Cost Owners
By: Aaron Puttroff Selling a business is usually the biggest event of an owner’s life, yet many leave the outcome to chance. Common exit planning mistakes don’t just create stress … Read More
The Real Timeline Behind a Business Sale
Thinking about selling your business someday? The business sale timeline starts long before you list. For most owners, creating a buyer-ready business takes years — not months. That’s because strong … Read More
Don’t Sleep on Value: Potential Opportunities Amid Sticky Inflation
September 2026 Value equities have historically shown resiliency during higher inflationary periods versus their growth counterparts. With inflation remaining elevated, we believe that value opportunities continue to be a compelling … Read More
What You Keep Matters More Than What You Sell For
Selling a business is a major financial event, but the purchase price is only one part of the equation. Sometimes, the more important factor is the after-tax proceeds: what an … Read More
Instead of Trying to Predict the Market, Plan What You’re Going to Do
A well-written article about the benefits of planning – including an excellent use of the Tour de France as an analogy for how to look at the market. Enjoy. — … Read More
What Your Business Is Really Worth
Want to know the real fair market value of your business? Relying on tax-return profit alone just leaves money on the table. True business valuation starts with normalized earnings and … Read More
Understanding the CExP™ Credential
Exiting a business is a major milestone, and doing it successfully takes an integrated, complete strategy. When an owner wants to exit on their own terms, a cash flow analysis … Read More