Blogs and Resources

Seven Layers of Successful Relationships

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...

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Small Business Lending – SBA Valuations

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...

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Valuation Insights

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...

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Culture’s Role in Long Term Success

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...

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How Does Your Business Compare

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 on0 each one, it is possible to make a "ballpark" judgment or assign relative importance to each. Description...

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Stop Thinking About Your Business Like a Job

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...

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Can I sell my business in 2021?

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...

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Top Tier Executive Leaders Are Influential

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...

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Ascend by William Anton

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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Are You Selling Your Business?

Are You Selling Your Business?

By Michael C. Valdez, CFP® Selling your business? Economic conditions over the last 10 years have distracted many successful business owners, making it difficult to stay focused on business operations and future succession plans. The time has come to begin selling or...

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Stock Sales & Seller Financing

Stock Sales & Seller Financing

A Recipe for Rescission of M&A Transactions Dan Maloney CPA CFP® CM&AA CBI With the credit environment continuing to challenge small businesses and tax law change proposals continually in the headlines, stock sales used for seller financing continue to be...

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Lessons from Ascend | May

Lessons from Ascend | May

LESSONS FROM ASCEND FOR MAY 23, 2017 Posted by William D. Anton, Ph.D. in Lessons from Ascend Most of us experience only a fraction of our potential and retain our early parental (and other) injunctions in the timeless part of our mind. Even though it’s silent, this...

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What’s your business worth?

For What It’s Worth - Know Your Business’s Value By Dan Maloney CPA CFP CM&AA CBI Business worth or valuation –The Eye of the Beholder Strikes Again “Fair market value” or business worth is often defined as the amount at which property would change hands between a...

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