PEOPLE AND THE PERFECT PLACE

While the title is not as endearing as is Harold and the Purple Crayon, there are similarities in the adventure of finding the ideal fit for professionals. It is one thing to…

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FINANCIAL REPORTING FOR THE GROWING MANUFACTURER

Data is the life-blood of a well-run business. Yet, the food manufacturer often lacks what he or she needs. What reports would you really like to have?  Would it help…

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1031 EXCHANGES – WILL SOUND TAX POLICY SAVE THEM FROM EXTINCTION?

As tax reform has hit the forefront of the new Administration’s agenda, this is good time to examine a powerful, yet often misunderstood, provision of the tax code.  The tax…

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SURVIVING M&A DUE DILIGENCE

You may remember the commercial when a camera catches a winning Super Bowl player who proclaims “I’m going to Disney World”. Well, Mr. or Ms. Business owner, you have just…

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RESTAURANT INDUSTRY BALANCING ACT: TECHNOLOGY AND STAFFING

The landscape of the Restaurant Industry has changed dramatically in the last decade. The National Restaurant Association states that consumers spend nearly half of their food budget at restaurants[1].  However, restaurants…

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THE LIFE SCIENCE BLOG SERIES NO. 1: USING VENTURE DEBT EFFECTIVELY

Growing life science companies seeking to raise capital face a wide range of options, structures, and considerations. Early Stage Friends and family, angel investors, and even some venture capital firms…

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THE FIVE-YEAR BUSINESS PLAN: USING IT TO SELL YOUR STARTUP!

“By failing to prepare, you are preparing to fail.” Benjamin Franklin Startup founders are special.  Driven, focused and single minded in their determination to succeed, they often have a singular…

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WILL I MISS THE WINDOW TO SELL MY BUSINESS?

In my 25 plus years advising clients on buying and selling businesses I have rarely seen a market as hot as the one at present.  The Baby Boom Generation transitioning…

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WHY YOU SHOULD NOT USE EXCEL FOR FINANCIAL REPORTING

I love Excel! It’s a great tool and is my go to application for everything from an on-screen calculator to running ROI or IRR scenarios to calculating loan covenant compliance…

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WHAT IS THE RIGHT LEVEL OF FINANCIAL LEADERSHIP IN A RAPIDLY GROWING BUSINESS?

Rapidly growing businesses are faced with many tough decisions but one of the most challenging is that of assembling and growing a financial and accounting team that can scale as…

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