Is this a “Bankable” Deal?

By Hassan Megahy | July 18, 2019

I was talking with a business owner who was considering selling their business of 20 years.  The company had served him well, and he had managed to provide a great life for himself and his family. The challenging part was he was stuck trying to figure out the value of the company he worked so…

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Avoid a disastrous acquisition by following these 5 steps

By Terry Lammers | July 10, 2019

Due diligence, along with some outside perspective, can help you make sure excitement isn’t clouding your judgment. So take these five steps to review key parts of the financial statements before your acquisition. Ahead of a big acquisition, most executives would agree that it’s important to scour the books for any signs of concern. The…

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Find Financials Confusing? Here’s How To Make Them Work For You

By Terry Lammers | May 16, 2019

When I was a business owner, I had the fortune of being naturally comfortable with financials. So I assumed other CEOs were, too — until I became an advisor. Often, leaders who are amazing at running businesses have little understanding of the importance of numbers. It’s not that they are incapable of conceptualizing financials; it’s…

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