Blogs and Resources
Moving from “transaction” to “meaning”
The article below does a great job of introducing the practice of rituals to move us from “transaction” to “meaning” and I think you’ll enjoy reading about the different ways it can apply in the workplace and serendipity of discoveries made along the way. In addition...
Wealth Gap
The last couple of years has been frothy for M&A. As far as disclaimers go, you would do well to remember that past performance is not indicative of future results. This month we touch on the impact inflation, interest rates, disruptions in the supply chain and...
Managing Remote Employees
In March 2020, we helped a number of small companies set up their employees to work from home due to office shutdowns mandated by the pandemic. Some employees had worked from home from time to time and some had never worked from home. The technology enablement turned...
TRUST IS THE FOUNDATION OF ALL RELATIONSHIPS AND CULTURE IS A REFLECTION OF THE LEVEL OF TRUST
A friend of mine is writing another book, this one a book of poems and essays. In reviewing it, I thought this particular essay and closing poem were worth sharing. He is writing this book as he has traveled the country these past 24 months. While the observations and...
How to Think About the Systems in Your Business
Being able to see your business as a system helps create the structure necessary to grow and succeed. Many entrepreneurs start a business and end up owning a job. The difference between owning your job and owning a business lies in the various systems used to operate...
What’s Love Got To Do With It?
M&A—What’s Love Got To Do With It? HOW SUCCESSFUL CULTURE INTEGRATION POSITIVELY AFFECTS M&A SUCCESS Sometimes when people talk about the merging of two companies, they make a comparison to marriage. You know, where two people come together and have to learn...
BGS Business Accelerator Masterclass
Short Description Even if you think your business can’t function without you. This program reveals how to have the independence and financial freedom you dream of when you started by learning how to build a self-sustaining business (absentee ownership). Description...
Fail to Plan, Plan to Fail
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...
Family Businesses: Exiting in the New Year!
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...
Podcast with Nataliya Kalava and Rossana Laib – Organize & Excel with Your QuickBooks
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...
Podcast with Nataliya Kalava and Michael Valdez – Building Strong Financial Foundation
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...
Intermittent Fasting has Potential Health Benefits in Older Adults by Dr. Stephen Anton
Intermittent fasting has potential health benefits in older adults, more research needed Intermittent fasting, or IF, is a weight-loss regimen that is being increasingly embraced by Americans, including older adults. Evidence suggests calorie restriction might improve...
Seven Layers of Successful Relationships
Short Description: Do you ever wonder how some people get along with everyone and have genuine fulfillment and happiness within their life? It’s not that they’re better than you. It’s that they took the...
Podcast with Nataliya Kalava and Dino Eliadis – Business Growth Simplified
Written By: Nataliya Kalava and Dino Eliadis Ms. Kalava is the founder and president of American Valuations. Nataliya has over ten years of experience in the field of finance. Dino...
Small Business Lending – SBA Valuations
Key Concepts for Valuing Businesses for U.S. Small Business Administration Loan Programs “People don’t recognize opportunity because it looks like risk.” – Brad Lea According to the Small Business Administration (“SBA”), in the United States, there are over 31 million...
Valuation Considerations for Non-Fungible Tokens or NFTs
What is a non-fungible token? Recently, the media has seemed to catch on to the new(ish) invention – NFTs. Even the recent episode of Saturday Night Live (SNL) has featured an entertaining segment explaining the nature of NFTs to the rhythmic beat of the Eminem song....
Valuation Insights
Our legal view highlights one of the latest lawsuit cases filed by the Caesars Entertainment group for business interruption due to COVID-19 and their legal battle with the insurance company. In addition, our industry spotlight covers apartment and residential...
Culture’s Role in Long Term Success
I wish you could have been with me in Atlanta last year for our High Performing Culture Summit. It brought together a very engaged but varied group of over 100 people from around the country. There were practitioners like PathFinder Group as well as about 30 family...
How Does Your Business Compare
Short Description When considering the value of your company, there are basic value drivers to examine. While it is difficult to place specific importance on each one, it is possible to make a "ballpark" judgment or assign relative importance to each. Description When...
The M & A Slot Machine– Gamble at Your Own Risk
Short Description What’s the difference between traditional casinos and the risks in mergers & acquisitions? A new type of slot machine – The M & A Slots. Description All business owners eventually face the prospect of transferring ownership of their business....
Business Growth and Succession – Similarities to Human Development
Short Description Business phases are often compared to the stages of growth human beings experience as they mature. Description Business phases are often compared to the stages of growth human beings experience as they mature. Both businesses and people are born, go...
The Pot is Heating Up. Is Your Company the Frog?
Short Description Is your company the proverbial frog? Is your business relaxing in the changing environment? Description Remember the story of the frog in a pot of water on the stove? If a frog falls into a pot of hot water, it will immediately jump out. But if the...
Business Succession Do You Have A Saleable Business?
Short Description Deciding whether to sell the family business can be as much or more of a difficult decision than the decision that was initially made to invest time, effort, sweat and tears, and net worth in the business. Description Deciding whether to sell the...
Family Business Succession – A Written Code of Conduct May Pave the Way
Short Description Many business owners struggle with the decision to keep or sell the family business due to a lack of apparent successors. Procrastination is a common issue in family businesses and should be expected. Description Many business owners struggle with...
Business Growth Simplified: How to Rapidly Create a Self-Sustaining Business
Short Description This book reveals the 5 stages of business maturity and 8 factors that influence your ability to navigate the journey. Description This book is meant to help small business owners realize the life independence and financial freedom they dreamed of...
Stop Thinking About Your Business Like a Job
Have you owned your business for more than 5 years? If you answered YES, then next I would ask you “do you still work in your business day-to-day? If you answered YES, then I would ask you “WHY?” First and foremost, I can tell you your business is worth less than you...
Can I sell my business in 2021?
Can I sell my business in 2021? Many business owners, like you, want to know. Many business owners are trying to understand how 2020 will affect their business value. Owners are more concerned than ever before for some of the reasons listed below. However, there are...
Top Tier Executive Leaders Are Influential
Top tier executive leaders are influential in known and unknown ways. The problem is that they tend to believe that their influence on others is based on known transmissions which often disguise from them tacit powerful messages that often work at cross-purposes with...
Business Success Through Self-Knowledge by William D. Anton PhD
Description Knowing is Growing Do you believe your deepest aspirations are hidden from you? Did you know that disconfirming experiences can create slight shifts that unlock the door to your unrealized potential? Do you know how to become more effective at influencing...
Ascend by William Anton
Description Ascend is an innovative book embedded with powerful tools for leaders and offers an engaging way to share the path toward personal transformation with everyone. It presents a captivating allegory that helps leaders identify and breakthrough long-standing...
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