Find foundation valuation and ownership transfer articles that you can use to begin or accelerate you preparation for your ... someday transition. You will also find checklists and a number of management resources designed to improve systems and financial results.

By most measures the majority of acquisitions do not realize their objectives. To improve these results, a clear focus on the objectives and value creation is a must. ...more
Ownership Transfer
October 05, 2025•3 min read

Did you know that buyers may use their IRA or 401K funds to buy a business and not pay taxes or penalties at the time of the transaction? (You need a specialist to make this happen, but it can be done... ...more
Ownership Transfer
October 05, 2025•2 min read

Every business owner needs to truly understand: "Who his or her most important customer is"...and Why that is the case. ...more
Ownership Transfer
October 05, 2025•2 min read

There are more Private Equity Groups (PEGS) active in the market for closely-held businesses than days of the year. Depending on how you define and count these investors, there are now over 5,000 act... ...more
Ownership Transfer
September 05, 2023•3 min read

Too many managers are quick to choose a strategy and too slow to recognize the costs associated with execution of the wrong strategy. It pays to take a little more time to get on the right track and t... ...more
Manage for Value
September 05, 2023•2 min read

WHAT IS THE MIDDLE MARKET? It's not the Fortune 500 companies, nor is it a two-or three-man job shop. In the world of mergers and acquisitions, the middle market is sometimes defined as those compani... ...more
Ownership Transfer
September 05, 2023•1 min read
You will make this section unique by adding a second category to your blog called "Popular" and assigning the ones you want to show up using both the category blog (if you are distinguishing from a podcast) and "popular."

By most measures the majority of acquisitions do not realize their objectives. To improve these results, a clear focus on the objectives and value creation is a must. ...more
Ownership Transfer
October 05, 2025•3 min read

Did you know that buyers may use their IRA or 401K funds to buy a business and not pay taxes or penalties at the time of the transaction? (You need a specialist to make this happen, but it can be done... ...more
Ownership Transfer
October 05, 2025•2 min read

Every business owner needs to truly understand: "Who his or her most important customer is"...and Why that is the case. ...more
Ownership Transfer
October 05, 2025•2 min read

There are more Private Equity Groups (PEGS) active in the market for closely-held businesses than days of the year. Depending on how you define and count these investors, there are now over 5,000 act... ...more
Ownership Transfer
September 05, 2023•3 min read

Too many managers are quick to choose a strategy and too slow to recognize the costs associated with execution of the wrong strategy. It pays to take a little more time to get on the right track and t... ...more
Manage for Value
September 05, 2023•2 min read

WHAT IS THE MIDDLE MARKET? It's not the Fortune 500 companies, nor is it a two-or three-man job shop. In the world of mergers and acquisitions, the middle market is sometimes defined as those compani... ...more
Ownership Transfer
September 05, 2023•1 min read

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