
Insights & Perspectives

4 Key Deal Structures for Buying or Selling a Small Business
Discover the top 4 small business acquisition structures - asset purchases, stock purchases, ESOPs, and earnouts - to confidently buy or sell your business. Learn benefits, risks, and how to choose the right deal structure…

Choosing the Right Buyer for Your Business: Ensure a Successful Sale
Selling your business is a defining moment, but the wrong buyer can derail your hard-earned success. Discover how to select a high-quality owner-operator who ensures a seamless transition, aligns with your business’s culture, and secures its legacy. From financial stability to industry expertise, learn the key traits that guarantee a profitable and fulfilling sale

Navigating the Business Sale Process: Steps for Success
Selling a business is more than listing it and waiting for offers. It’s a complex, high-stakes process that can take years to get right.
Are your financials airtight? Do you know which buyers will pay a premium? Most importantly, have you set the foundation that makes your business truly sellable?

How Smarter Financial Reporting Increases Profitability and Business Value
Without clear financial reporting, it's hard to know where you’re winning, where you’re leaking profits, or how much your business could actually be worth. The right processes create visibility, control, and new opportunities for smarter growth. Learn the simple steps to building a financial reporting foundation that strengthens everything else you’re working toward.

How Much Can You Expect to Walk Away With When Selling Your Business?
When selling a business, the sale price isn’t the full picture — broker fees (5-10%), taxes, legal costs, and debt can significantly reduce your walk-away cash. A $3.5M sale, for example, might leave you with $2.2M after deductions. Getting an accurate valuation and crafting a smart exit plan are crucial steps to estimate your net proceeds and ensure the sale meets your financial goals, whether for retirement or a new venture.

Prep Your Business for Sale by Becoming Less Involved
Many business owners take pride in being the backbone of their company, but if you’re planning to sell in the next 3–5 years, being too involved can hurt your business’s value. Buyers want a business that runs smoothly without heavy owner involvement. This article explores why making yourself less essential can increase your business’s attractiveness to buyers, boost your sale price, and ensure a smoother transition after the sale.

What Really Drives Business Value? 6 Key Factors Every Owner Should Know
Understanding what drives business valuation is key to planning a successful exit. In this article, we break down the six core factors that influence how much your company is worth—from financial performance and growth potential to customer concentration and owner dependence—based on our Strategic Value Optimization Framework.

10 Easy Wins to Boost Per-Store Profitability Right Now
Retail executives are under pressure to boost profitability, but big changes take time and money. This article outlines 10 easy, low-cost strategies that deliver immediate results across multi-location retail stores. From optimizing product placement to leveraging AI-driven scheduling, these quick wins will help drive higher sales, improve efficiency, and reduce shrink—without major investments. Ready to increase per-store profitability? Start implementing these strategies today.

Top 5 Retail Industry Trends to Watch in 2025
This article explores five high-impact trends that will shape the retail landscape in 2025, equipping executives with the strategic insights necessary to lead in a highly competitive and evolving market.

4 Signs Your Stores are Underperforming and What to do About It
We discuss 4 critical signs your retail stores may be underperforming and the steps you can take to create a more cohesive, stronger, more profitable fleet of retail locations that support sustained growth and profitability.

10 Best Practices For Operational Excellence In Manufacturing
Achieving operational excellence in manufacturing is a pursuit of constant improvement. It’s about optimizing processes to eliminate waste, increasing efficiency...

Business Finance Vs. Financial Management: What’s The Difference?
As a small or medium-sized business owner, you’re likely familiar with the term business finance. But when it comes to financial management, the concept may seem more abstract. Both play a key role in your company's…

Business Vs. Management Consulting: What’s The Difference?
In the world of business strategy and organizational development, the terms “business consulting” and “management consulting” are often used interchangeably, but they represent distinct disciplines…

5 Business Finance Tips Every Entrepreneur Should Know
Running a small business isn’t just about delivering a great product or service. It’s about mastering the financial side of things. With the right finance strategies…

The Role Of A Financial Modeling Consultant In Business Strategy
Decisions are not made lightly in the high-stakes world of business. A single misstep can lead to setbacks that could have been avoided. As companies push to stay competitive, they rely on more than just gut instincts and general market trends.