Financial Metrics
Podcast: The National Center for the Middle Market's 7 Key Value Drivers, an Interview with Tom Stewart
All the data you wish you knew about the middle market, at your fingertips. The National Center for the Middle Market provides context and...
Podcast: 8 Key Drivers to Increased Valuation, an Interview with John Warrillow
Due diligence can help you identify areas to improve your business. John Warrillow runs us through the eight key areas you should look at...
The Art of Getting Strategic Value for Software Companies
Software companies have a little more leeway in pricing if you can look at buyers strategically. The right buyer will pay more for your...
Reliable Financial Data Is a Top Driver of Business Value
The lack of financial integrity is one of the most common hurdles encountered during the sales process. Maintaining meticulous financial...
Podcast: Taxes and Your Net Proceeds, an Interview with CPA Ryan Turbes
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...
Investors' Decision Making Process & Why You Should Know it Before Going to Market
The more knowledgeable you are about investors and their mindsets, the more successful you will be during an M&A event. Being able to...
How to Sell a Business Today for a Price Based on Future Worth
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...
Why Mid-Market Companies Are Valued Lower than Their Public Company Peers
Private companies are valued based on a multiple of EBITDA, with the multiple typically being lower because they are considered riskier...
Podcast: Cost Segregation - Is it Right for You? An Interview with CSSI
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...
Company Valuations and Why They're the Wrong Metric for Business Owners
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...
Recasting EBITDA in a Technology Business Sale
Recasting EBITDA removes expenses that would not be incurred by a new owner. However, business sellers get carried away with the process...
Podcast: Recurring Revenue Can Triple the Value of Your Company, an Interview with Loren Horsager
You can triple the value of your business simply by finding a source of recurring revenue. Loren Horsager gives examples of the various...
Increase Customer Diversity, Increase Business Value
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...
Podcast: An Overview of the US 2018 Tax Reform, an Interview with James Markham
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
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
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
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
This podcast with Jeff Grabow takes you through the benefits of partnering up with a venture capitalist to grow your business. Sometimes...
Private Equity Groups Can Recognize Strategic Value in a Tech Company Acquisition
Instead of lagging behind and losing out on attractive deals, PEGs have come around to a new strategy that allows them to contend with...
