A business owner walked into our office a few months ago ready to retire. On the surface, there wasn't much to worry about. He'd spent more than 20 years building a respected company. The phone rang consistently, customers kept coming back, and there was more work than the team could keep up with
READ MORE »We heard a story recently that has been stuck in our heads ever since. A business owner was asked the question we ask all the time: "What would happen if you got hit by the proverbial bus?" Before he could answer, his wife quickly spoke up. "I'd just shut the business down." What a sh
READ MORE »Over the last several years, business owners have navigated one wave of uncertainty after another. Inflation, rising interest rates, labor shortages, supply chain disruptions, banking concerns, and ongoing geopolitical tensions have all created questions about what the future may hold. As a resul
READ MORE »Consider this: Business-owning Baby Boomers have 80 – 90% of their net wealth tied up in their business ~Exit Planning Institute McKinsey's February 2026 "The Great Ownership Transfer" (cited below) puts it starkly: → 6 million SMBs face ownership transitions by 2035 → $5 trillio
READ MORE »Spring brings a lot of sports activity: March Madness for college basketball, Opening Day for Major League Baseball, and the Masters. All the sports talk got us thinking. In business, just like in sports, there are times to play offense and times when a strong defense matters just as much. Nowher
READ MORE »Most business owners don’t wake up one morning thinking, “I should get my business valued today.” Usually, something triggers the thought. A banker asks a question you can’t quite answer. A friend sells their company for more (or less) than expected. Your financial advisor asks, “H
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