Financial Metrics

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The more knowledgeable you are about investors and their mindsets, the more successful you will be during an M&A event. Being able to...

Podcast: How to Play Defense - Tax Tips and Tricks Podcast: How to Play Defense - Tax Tips and Tricks Podcast: How to Play Defense - Tax Tips and Tricks Podcast: How to Play Defense - Tax Tips and Tricks


U.S. and international tax laws for entrepreneurs and freelancers considering a move.

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Whether buying, selling or growing, you are going to deal with capital. Rand Fishkin explains what venture capital did for him, how it...

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Brian Forcier talks about the ways in which you can save on capital gains through investment. With the opportunity zone investments that...

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Growing your company requires capital, right? Well, where there's a will, there's a way. Find out how to make any situation work for you to...

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There are a multitude of ways buyers can reduce the purchase price of a business. One of the cleverest is by using the due diligence grind...

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Deal structures are complicated, wonderful things. You really can negotiate for the terms you need to make a successful business transition...

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Buying and selling a business is about more than just valuation. Here are other considerations that sellers weight when doing a M&A deal.

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All the data you wish you knew about the middle market, at your fingertips. The National Center for the Middle Market provides context and...

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Due diligence can help you identify areas to improve your business. John Warrillow runs us through the eight key areas you should look at...

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Software companies have a little more leeway in pricing if you can look at buyers strategically. The right buyer will pay more for your...

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The lack of financial integrity is one of the most common hurdles encountered during the sales process. Maintaining meticulous financial...

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Ryan Turbes, CPA, goes over the best tax strategies for business owners and what impact they have on net proceeds at time of sale. He also...

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Finding a way to get the maximum valuation possible for your business when you're ready to sell is a challenge faced by every business...

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Private companies are valued based on a multiple of EBITDA, with the multiple typically being lower because they are considered riskier...

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CSSI's Jodi Nielsen and David Deshotels explain how to make use of cost segregation as a way to improve your cash flow. Listen to this...

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There are lots of valuation methods out there, but is any one of them the right fit for you? Here are some options you may not know about...

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Recasting EBITDA removes expenses that would not be incurred by a new owner. However, business sellers get carried away with the process...

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You can triple the value of your business simply by finding a source of recurring revenue. Loren Horsager gives examples of the various...