why-deals-fall-apart-and-what-to-do-about-it 
A Neumann & Associates
JANUARY 12, 2023
and one of the foremost respected M&A advisors on the East coast, says in his 2017 book entitled The Road Beyond – What Nobody Tells You About Selling a Midsized Business, “The transfer of a privately owned business is a very complex transaction with many considerations, elements and factors to be taken into consideration.
Viking Mergers
MARCH 17, 2023
The best way to plan a successful exit is to do your homework ahead of time, evaluate the risks, and assess any weak spots in your business. We also highly recommend building an advisory team that includes a CPA, attorney, and professional business broker to ensure that your best interests are always at the forefront of the deal.
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A Neumann & Associates
MAY 10, 2023
You can already picture the traveling that you have been promising your spouse that you would do once the business is sold. You can already picture the traveling that you have been promising your spouse that you would do once the business is sold. Everything is going great…and then the Buyer walks away from the deal.
ThomsonReuters
JANUARY 28, 2022
Why revenue stability is important for small and mid-sized tax and accounting firms. Tax season is a critically busy time of the year for accountants, and we all know the stress that can come with such a high demand for services during that part of the year. Find better office space options. Save money on equipment and furnishings.
ThomsonReuters
MAY 5, 2022
What’s important to keep in mind, however, is attracting and maintaining the right clients. Taking the time to understand what criteria make up your ideal clients and using that profile to expand your client base helps you to focus on obtaining the best clients for your practice. How did your firm fare this year?
Brian DeChesare
OCTOBER 26, 2022
What about case studies where I have to start from a blank Excel sheet and do not get any data, formatting, or schedules?”. We’ll cover a 90-minute 3-statement modeling test here and explain how to use the company’s financials, 10-K, and investor presentation to do everything. What is a 3-Statement Model?
Value Scout
NOVEMBER 1, 2022
Do you have an exit plan for your business? Is your exit plan documented or something that’s just in your head as a future “to-do” activity? Do you periodically review your exit plan and measure your progress against the milestones? Related: Why Every Business Owner Needs an Exit Strategy?
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