Blogs and Resources

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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