2024 Newsletters:
April 2024
– Buying a Business; Opportunity, Risk & Planning
March 2024
– Importance of Due Diligence
February 2024
– “A drink precedes a story” – Irish proverb
January 2024
– “Three Things That Never Return”: The Spent Arrow, The Spoken Word, The Lost Opportunity

2023 Newsletters:
December 2023

– The End – Looking Ahead
November 2023
– Estimating Business Value
– New Hire Training Plans Part 3
October 2023
– There’s One Number
– New Hire Training Plans Part 2
September 2023
– Finding the “Right” Buyer
– New Hire Training Plans Part 1
August 2023
– How a Vacation can Impact Business Value
– Experience Working with Interns for Success & Profit
July 2023
– Determining an Asking Price
– Moving from Sole Proprietor to LLC
June 2023
– Time to Take Action
– Operating Agreements for LLC’s
May 2023
– Goodwill or No Goodwill
– Economic Turbulence
April 2023
– Business Sale Documents & Timely Signatures
– Seller Motivations
March 2023
– Managing the Sale Process
– Lesser Known Challenges of Selling a Privately-Owned Business
February 2023
– It’s February Already, What’s Your Status?
– Eliminate the Clutter of Unproductive Assets
January 2023
– Continuing On or Starting New
– Lack of Required Approvals from Stakeholders

2022 Newsletters:
December 2022
– Planning & Goals
– Confidentiality Breach and Employee Suspicion
November 2022
– Reflecting Yet Again & Planning
– Bad Timing – Waiting too Long to Sell
October 2022
– After a Business Sells – Then What?
– Real Estate Transfer Issues, Part 2 of 2
September 2022
– Deal Fatigue
– Real Estate Transfer Issues, Part 1 of 2
August 2022
– Stress Test for Business
– Difficulties Transferring the Facility Lease
July 2022
– Inflation, Recession, Interest Rates
– Owners Are Advised to Sell Business’ Growth Potential
June 2022
– Observing & Advising Businesses
– Sellers Don’t Understand Buyer’s Motivations
May 2022
– Bolstering Customer Relationships
– Controlling Emotions
April 2022
– Spring Cleaning for Businesses
– Lack of Negotiation Flexibility
March 2022
– Offsite Planning
– Losing Focus – Business Decline during Business Sale Process
February 2022
– How do business adjustments impact business value?
– Inadequate Preparation for Due Diligence, Part 2 of 2
January 2022
– Risky Decisions…
– Inadequate Preparation for Due Diligence, Part 1 of 2

2021 Newsletters:
December 2021
– We’re Surviving
– Trust Issues from Inadequate Disclosures before Due Diligence
November 2021
– Business Planning
– Choosing the Wrong Intermediary
October 2021
– People to see, Places to go, Things to do…
– Owners Who are not Committed to a Business Sale
September 2021
– What Triggers a Business Owners to Sell?
– Owners Who Try to Sell the Business Themselves
August 2021
– How Long Does It Take?
– Burned-Out Owner Ruins Business Value
July 2021
– What Determines Business Value?
– Excessive Personal Expenses and Skimming Cash When Selling a Business
May 2021
– Focus on the Numbers
– Real Estate Value too High vs. Return on Investment (ROI) When Selling a Business
April 2021
– Pass It On…
– Asset Value too High vs. Return on Investment (ROI) When Selling a Business
March 2021
– Opportunities & Risks
– Customer Concentration Issues When Selling a Business
February 2021
– Getting to Know One Another
– Inadequate Second-Level Management When Selling a Business
January 2021
– “It’s a new BUSINESS Year”…
– Inadequate Recordkeeping/Accounting Systems/Financial Reports When Selling a Business

2020 Newsletters:
December 2020
– “Looking Ahead”…
– Achieving a Partial C-Corporation Tax Benefit
November 2020
– “Reflecting Again”…
– C-Corporation Tax Implications When Selling a Business
October 2020
– “Life After”…
– Owners Who Cannot Afford to Sell
September 2020
– Persistence
– Owners Unwilling to Provide Partial Financing When Selling a Business
August 2020
– August 2020 Things…
– Business Acquisitions That Cannot be Financed
July 2020
– Buy-Sell-Neither?
– Owners With Unrealistic Price Expectations
June 2020
– What Are We Doing?
– Inadequate Marketing & Sales Efforts
May 2020
– May 2020 Things…
– Low Or Inconsistent Gross Margins
April 2020
– Office-Home-Where?
– Inadequate Seller’s Discretionary Earnings (SDE) When Selling a Business
March 2020
– It’s March – the beginning of Spring in the Midwest & Baseball Season, a time of hope!
– Business Owner’s Failure to Plan for a Sale
February 2020
– February 2020 Things…
– Top 33 Obstacles to a Business Sale
January 2020
– Do You Know Me?
– Professional Business Evaluations

2019 Newsletters:
December 2019
November 2019
October 2019
September 2019
August 2019
July 2019

June 2019
May 2019
April 2019
March 2019
February 2019
January 2019

2018 Newsletters:
December 2018
November 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
March 2018
February 2018
January 2018

2017 Newsletters:
December 2017
November 2017
October 2017
September 2017
August 2017
July 2017
June 2017
May 2017
April 2017
March 2017
February 2017
January 2017