Learn more about how to strike the right balance with your business’s cash management. It’s important for your business to have cash on hand to meet everyday expenses, pay salaries and suppliers, invest in new equipment, real estate or technology, fuel growth and...
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...
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...
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...
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....
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...
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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