Articles to add knowledge and prompt actions

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

Go Where the Money Is!

Go Where the Money Is!

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, 20233 min read

What is the Middle Market?

What is the Middle Market?

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, 20231 min read

Prepare for a Sale

Prepare for a Sale

Get Visible: It Could Make the Difference! It pays to be prepared for the sale of your business at any time! You never know when a highly qualified, unique buyer will appear. The thrust of value engi... ...more

Ownership Transfer

September 05, 20232 min read

Future Financial Performance

Future Financial Performance

It is management's job to be able to assess the operating environment for today and tomorrow and to adjust to the changes as they occur. Ideally, managers will pickup early on the trends and re-positi... ...more

Ownership Transfer

September 05, 20231 min read

You Must Know What to Do ... and Then Do It!

You Must Know What to Do ... and Then Do It!

Business owners who want to systematically increase the value of their businesses for themselves and their family, have learned that it takes knowledge, effectively planning, focused decision-making, ... ...more

Ownership Transfer

September 05, 20230 min read

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Here are some of the most Popular

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."

Go Where the Money Is!

Go Where the Money Is!

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, 20233 min read

What is the Middle Market?

What is the Middle Market?

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, 20231 min read

Prepare for a Sale

Prepare for a Sale

Get Visible: It Could Make the Difference! It pays to be prepared for the sale of your business at any time! You never know when a highly qualified, unique buyer will appear. The thrust of value engi... ...more

Ownership Transfer

September 05, 20232 min read

Future Financial Performance

Future Financial Performance

It is management's job to be able to assess the operating environment for today and tomorrow and to adjust to the changes as they occur. Ideally, managers will pickup early on the trends and re-positi... ...more

Ownership Transfer

September 05, 20231 min read

You Must Know What to Do ... and Then Do It!

You Must Know What to Do ... and Then Do It!

Business owners who want to systematically increase the value of their businesses for themselves and their family, have learned that it takes knowledge, effectively planning, focused decision-making, ... ...more

Ownership Transfer

September 05, 20230 min read

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