I connect CPAs, CFPs, & RIAs with a top-ranked M&A firm when their clients are ready to sell. Builder of referral networks. M&A Advisor, Author & king of typos
The truth is, there is no one path to get what you want. There are multiple ways. The hard part is that beyond the next few steps, it’s impossible to know what will happen. I love Jeff Bezos’ one-way
Every headline says your business is in danger. They are half right. The danger is not the economy, AI, tariffs, or Iran. It is who you serve and whether your business can survive without you. The
Most people think of buying or selling a business as a Main Street deal. Those typically sell for $250,000 to $350,000. But there's a bigger tier above that — businesses worth $1 million to $20
It's not revenue. It's not margins. It's not even business value. It's owner dependency. And most owners never see it until it costs them millions. Let me show you what I mean. Take Tom. He runs a
Service businesses are selling at record prices. HVAC, plumbing, electrical, landscaping, auto repair, and cleaning companies now make up 40-45% of all business sales in the U.S. Buyers are paying
You spent years building your business. Now you want to sell it. The buyer offers you less than you think it's worth. An earnout sounds like the perfect fix. It's not that simple. What Is an Earnout?
You spend 20 years building a business. You sell it. The check clears. Then you find out you can't work in your industry for the next five years. No competing. No similar business. No calling your old
21,000+ checkout page views All-star M&A speakers Discounted first intake Flopped. I cancelled it. This $5,000 payment came in the week after. Here's what it taught me. The closer an owner gets to an
Both owners are ready to sell. Both waited too long to do anything about it. Owner A got an unsolicited offer. He told me a few years ago, he had the idea to build his business up and never did. Now
Marketers know one thing. Humans want speed. Big promises. Fast results. Packaged to sound fresh. Newsflash: most things take time. But we want it yesterday, and marketers know that. That’s why SMBs
Every day someone argues about what AI will do to the economy. The real answer? We don’t know yet. But history gives us a strong clue. Disruption doesn’t destroy the economy. It destroys industries
Nobody wants to hear this. But someone has to say it. Buyers don't want what they built. Here's what a lifestyle business looks like from the inside: - Makes good money - Controls your schedule - Run