As we approach our ten year anniversary, we have learned a lot about entrepreneurs, small business owners, and what it takes to successfully run a business. David Letterm...
In this age of texting and social media, who doesn’t love a good acronym? YOLO, TMI, ROTFL — the list is endless. However, there is one acronym in particular that ofte...
Advisors play a multifaceted role in the sale of a business. They not only help you navigate the process; but they also ensure that you achieve the best possible outcome...
The mergers and acquisitions (M&A) landscape is continuously shaped by macroeconomic factors, regulatory changes, and investor sentiment. For companies with the SMB bu...
At this point, you’re in holiday and giving season and preparing for 2023. You may have bought your gifts and made some travel plans, but a big question remains: Is y...
“ The only constant thing in life is change.”
After eleven years of operating my own firm and staff, I have decided to merge my company with CFO Systems, LLC....
In light of whispers about potential tax changes that will make the sale of businesses more expensive in the not-so-distant future, many business owners are looking at pot...
I always joke with my wife and kids that my decades-old-clothes (some might say vintage ) are now back in style. In my mind, I think I am a fashion visionary — in r...
For entrepreneurs, year-end financials are more than just numbers — they reflect the overall health and trajectory of the business. As founders balance multiple roles an...
