Articles & Case Studies

A sudden death or disability is a tragedy we hope never to face. But planning for those tragedies is a necessary part of life. If we don’t, we leave behind a legacy of stress and confusion for those we care about most. If you own a business, a contingency plan is critical for the sake […]

It’s not easy to have the tough conversations. But as business owners, we need the courage to confront problems, particularly when we see something that goes against our core values. Failing to address issue areas can lead to dysfunction, toxic work environments, and weakened business value. In the world of mergers and acquisitions, tough conversations

In today’s marketplace, if you’re not growing, you’re going backwards. According to a new Ernst & Young report, a whopping 69 percent of U.S. CEOs plan to grow through acquisition this year. Driving the trend are increased confidence in economic growth and the availability of capital. The news these days often includes some announcement of

In The E-Myth Revisited, author Michael Gerber suggests that each business owner has three personalities: entrepreneur, manager, and technician. For many, the technician is the dominant type. These owners are skilled tradespeople, scientists, and service professionals, and they excel at the hands-on work of their company. Imagine John, an expert electrician who started his own

Love is blind, so the saying goes. I’m certainly not going to suggest I’ve ever seen friends make questionable choices in their love life, but I have seen business buyers so enamored with an opportunity that they either ignored certain warning signs or willfully chose not to look. Yes, as a business buyer you have

A year ago, I predicted 2017 would see a robust M&A marketplace with climbing business confidence. It’s fair to say we’re there. Although we didn’t reach the record-breaking activity we saw in 2015, deal values and volumes remained strong. Admittedly, I also predicted we’d have a new tax plan on the books long before now.

As the end of the year nears, my team and I go through our annual goal planning. My team will tell you I’m an ambitious, big ideas kind of guy, and I can get a bit carried away this time of year. In the past, we’ve been very aggressive and put together a list of