Financial Metrics


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

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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...

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Do you have a few large clients who drive all your sales revenue? What happens if one goes under? Having a larger portfolio of clients...

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The new tax laws can be quite confusing to navigate. Here are some key pieces you should know about before you start making major decisions.

Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes


Marcelo De Fuentes takes us through his various enterprises and shows how through caring for his front line and the community around him,...

How to Build Recurring Revenue: A Key to a Valuable Business How to Build Recurring Revenue: A Key to a Valuable Business How to Build Recurring Revenue: A Key to a Valuable Business How to Build Recurring Revenue: A Key to a Valuable Business


Our value driver series takes a deeper look at recurring revenue, the holy grail for business owners looking to have a valuable and...

The Reasonable Payback Period for an Investment in a Small- or Medium-sized Business The Reasonable Payback Period for an Investment in a Small- or Medium-sized Business The Reasonable Payback Period for an Investment in a Small- or Medium-sized Business The Reasonable Payback Period for an Investment in a Small- or Medium-sized Business


What should you expect your payback period to be when you sell your small or medium business? You'll find this depends on a variety of...

Podcast: Is Venture Capital Your Ideal Partner? Interview with Jeff Grabow Podcast: Is Venture Capital Your Ideal Partner? Interview with Jeff Grabow Podcast: Is Venture Capital Your Ideal Partner? Interview with Jeff Grabow Podcast: Is Venture Capital Your Ideal Partner? Interview with Jeff Grabow


This podcast with Jeff Grabow takes you through the benefits of partnering up with a venture capitalist to grow your business. Sometimes...

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Instead of lagging behind and losing out on attractive deals, PEGs have come around to a new strategy that allows them to contend with...

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Learn what a Triggering Event means for your business and how to properly execute it to improve your business' function. By implementing...