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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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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THE ELECTRONIC PAYMENTS SERIES: NO. 1 – A CHALLENGE FOR BANKS

Much like the dramatic changes impacting the taxi industry driven by ride sharing “brokers” such as Uber, Lyft, Sidecar and others; financial institutions (e.g., commercial banks, credit card companies, savings…

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SUCCESSION PLANNING RETHOUGHT

Few issues trouble a business owner more than how they are going to exit a business at retirement, to start another business (if they are a serial entrepreneur), or to…

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QUICKBOOKS CLINIC SERIES NO. 4: POPULAR ADD-ONS

In this post I address some of the most popular add-ons to the QuickBooks accounting system. Costs that spiral out of control represent one of the most serious threats to…

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HIRING BY FORMULA, A DISASTER IN THE MAKING: THE TOP FIVE VALUES DELIVERED BY THE PROFESSIONAL RECRUITER

Computers and the internet have given us unparalleled productivity improvements. Anybody remember having to write obscure code for job requirements placed in newspapers? I do and I’m thankful for that…

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INTERNATIONAL M&A: WHY TAXES MATTER EVEN FOR SMALL COMPANIES

In the past year I’ve seen an increasing amount of M&A activity especially with my international clients. Every transaction I’ve worked on has had substantial tax content to it. I…

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MOBILE DEVICES IS THE BACKDOOR TO YOUR CORPORATE

Over the past decade, we’ve all grown accustomed to having our mobile devices at our side with all of the convenience of instant access to virtually everything. More recently, this…

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THE ONE PAGE BUSINESS PLAN SERIES NO. 2: “HOW TO SPEAK YOUR BUSINESS PLAN”

Once you have written a business plan, what do you, as the business leader, do with it and how does the plan benefit you? Ideally it will crystallize your thinking…

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THE ONE PAGE BUSINESS PLAN

Whether you are a founder opening a startup or a small business owner looking to take your operation to the next level, the question you will hear most frequently from…

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