How attractive is your company to an external strategic buyer or to the current management group? How dependent is the company’s current level of success on you? What does the makeup of your customer base look like and is it dangerously tilted towards one or two large...
CHARACTERISTICS FOR SUCCESSFUL EXIT PLANNING IN 2022 It is the beginning of a new year--a time for renewal and reflection about the previous year, and oh, what a year it was! What went well, and what might have gone better? In that spirit, I thought I’d offer a few...
My guest is Rossana Laib. Rossana is the founder of NextDoor Bookkeeping | 813 586 1619 | rossana@nextdoorbookkeeping.com. She is a Certified Quickbooks Consultant working with companies and business owners to help them unravel the intricacies and complexities of...
During this episode, I had the honor to interview Michael Valdez. Michael is a Certified Financial Planner and an LPL Branch Manager at Synergy Wealth Alliance in the Greater Tampa Bay Area. During our engaging conversation, we discussed a wide range of topics from...
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