Most business owners believe normalized EBITDA is essentially "here's why I'm worth more than I show the tax man." But buyers are rebuilding your org chart with market-rate compensation, and frequently, those adjustments erase more value than your add-backs create. Here's how to see what they see, before it's too late.
Read MoreWhether you’re considering selling, raising capital, or passing the business on, you’re not alone. These articles are drawn from real conversations with business owners navigating the same decisions.
No hype. No fluff. Just perspective that helps you think more clearly.
Passing the business on to your children might feel like a natural next step, but it’s still a decision, not a default. This article explores how to structure a family transition, prepare your successor, and protect relationships along the way.
Read MoreRaising capital can be a smart strategic move or a fast track to complexity. Before you bring someone new to the table, make sure it gets you closer to the future you actually want.
Read MoreNot every owner dreams of selling. But most eventually wonder. This article explores why the idea starts to surface and why acting from strength can lead to the best outcome.
Read MoreEvery business reaches a fork in the road. Whether it’s growth, succession, or personal priorities driving the shift, what comes next deserves careful thought. This is where clarity starts.
Read MoreBuyers only see the polished pitch and the final offer, but what drives real outcomes is the strategy, prep, and process that happens behind the scenes. This article unpacks why the best deals don’t happen by accident, and what work fees are really paying for.
Read MoreYou’re in the seat. Now what? This is for next-gen leaders navigating self-doubt, earned responsibility, and the reality that nobody ever truly feels “ready.”
Read MoreBuyers are hesitant. Deals are taking longer. But for owners without a clear transition plan, this might be the right moment to prepare before the market shifts again.
Read MoreYou’re not just doing a job; you’re stepping into a succession plan that no one has named yet. If you’ve joined the family business but aren’t in charge (and aren’t just staff either), this guide is for you. Learn how to lead from the second row, build trust without a title, and navigate the in-between with clarity and patience.
Read MoreIn many family businesses, the founder stays at the helm far longer than planned. It often comes from love or fear, not ego, but the cost is real: stalled leadership, rising resentment, and lost value. This article examines why it occurs and how both generations can move forward with greater clarity.
Read MoreEvery transition starts long before a formal plan. This guide helps founders open the door to honest, early conversations with their kids about the business and the future
Read MoreIf you want the business to stay in the family, it needs more than hope. This guide walks through how to talk, plan, and build toward a thoughtful transition.
Read MoreThe structure of your deal, not just the price, determines how much you really walk away with. This guide explains key components like earnouts, seller notes, and working capital, helping business owners plan for real outcomes, not just headline numbers.
Read MoreWhat’s your business worth? More importantly, what can you do to make it worth more? This article breaks down five key drivers that influence how buyers view (and value) your company.
Read MoreSelling your business is a milestone, but leaving it can feel like losing a part of yourself. In this reflection, I share what surprised me most after our sale, what I wish I’d done differently, and why preparing for life after the deal is just as important as the deal itself.
Read MoreLegacy doesn’t happen by accident. In Part 5, we make the case for stewardship as a choice and offer a roadmap for preparing your family with intention.
Read MoreTiming matters more than amount. This article explores setting expectations early, managing complexity, and deploying wealth with purpose, not hesitation.
Read MoreYou don’t have to give up control to start preparing your children for wealth. Part 3 shares five simple, proven ways to build financial readiness today.
Read MoreSudden wealth without context creates risk. Part 2 explains why heirs struggle and how to build financial “muscle memory” before the money arrives.
Read MoreMost business owners worry about creating entitled heirs. But avoidance causes more harm than access. Part 1 explores why preparation protects legacy.
Read More