Blogs and Resources
The Key Components in Succession Planning, According to Study
As a succession planner, it is essential to identify any factors that could potentially affect the business's long-term success. Advisors must evaluate the organization from all angles to gain a comprehensive understanding of the organization's environment. The...
Can I Afford to Exit My Business Today? Five (5) Questions to Begin Planning Your Exit
An exit from a privately-held business is a complex decision. Each exiting owner will have a unique relationship with their company as well as their community, family, employees, managers, vendors, customers, and others who are tied to that successful business....
The 5 Stages of Value Maturity – Part 2 of 4
The Five Stages of Value Maturity - Part 2 of 4 One of the concepts of the Value Acceleration Methodology is The Five Stages of Value Maturity. To build real wealth in your business you have to be able to identify these stages and understand what needs to happen in...
Thinking Strategically About Your Exit While Economic Recovery Is Still Occurring
This newsletter is for owners who have the majority of their wealth locked in their privately-held business and are postponing planning for their future because of today’s difficult recession and slow recovery. A planning process, in essence, is one that looks out...
Creating Value in Your Business – Three Legs of the Stool – Part 1 of 4
Creating Value in Your Business - Three Legs of the Stool – Part 1 of 4 There are four core concepts to creating value in your business, also known as the Value Acceleration Method. The first of these concepts is called “The Three Legs of the Stool.” Now that your...
Key Considerations When Valuing a Medical Practice
The fair market value (FMV) of a medical practice is the price that a willing buyer and seller would agree upon in an arms-length transaction, assuming both parties have a reasonable understanding of the relevant facts and market conditions. Determining the FMV of a...
Why You Need an Exit Strategy for your Business NOW
Why You Need an Exit Strategy for your Business – NOW When you started your business, were you thinking about your exit strategy, or who was going to take things over? Or were you just thinking “Can I even make this thing work so I’m generating enough income to pay my...
Diversity and Inclusion
I know I’m a bit late in wishing you all a Happy New Year but who amongst us hasn’t been late a time or two? If you have been reading these newsletters for any length of time you know that sustainable growth is one of my passions and linked to that is developing a...
Leadership Series
Please enjoy this conversation between BTC's very own clinical psychologist Dr. William Anton, renowned neuroscientist Robert Cooper, Ph.D., and Strategic Advisor Monica Kerber. The goal of this conversation is to briefly explore and share some inspiring practical...
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...
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