Business insights for owners thinking ahead.

Perspectives on valuation, preparing for sale, buyer concerns, and the realities owners face when planning a transition.

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Business Insight

Big socks to fill

A family business succession example that shows how clear roles, healthy debate, and long-term thinking protect culture during leadership transition.

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Business Insight

How Owners Can Reduce Customer Concentration Risk Before Going to Market

Customer concentration often looks manageable until a transition becomes real. This draft explains why concentration risk affects valuation conversations, buyer confidence, and timing, plus a few practical ways owners can reduce that risk before urgency takes over.

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Business Insight

Biggest Concerns a Buyer Of Your Business Will Have

We speak and meet with small business owners on a regular basis. Being privy to their successes, their failures and their fears is something that I truly treasure. As a trusted business...

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Business Insight

Knowing the Value of Your Business – There’s No Time Like the Present

“I’ll figure it out when I’m ready to retire” …. That is the response we get from small business owners when we ask how much they believe their business is worth. Knowing the value of your...

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Business Insight

Preparing Your Company for Sale

“When should I start to prepare my company for sale?” When small business owners ask me this question, my reply is almost always the same. If it is a start-up business, the answer is “the...

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Business Insight

A Seller’s Regret

Valuing any business truly is an art and not an exact science. It is quite possible for 2 people to come up with a valuation for a business that varies by 30% or more and they could both be...

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