Businesses need a healthy amount of working capital or “start-up funds” to help them grow. Having a solid plan for access to these funds...
Dollars & Sense
Welcome to “Dollars & Sense” – our blog with common sense tips, helpful articles, videos, and other resources to help maximize your dollars.
Question: When you receive a recommendation from a friend or family member on something that you would consider a large purchase, what is one...
As professional advisors, many of us have had long-term relationships with our clients. There is a phenomenon facing a large percentage of our business...
If you want to create transferable value in your company, focus on moving your business up the mountain of value creation. As a business...
M&A advisors assist owners of privately held companies when buying or selling a business (typically through the purchase or sale of its assets). Like...
Are you thinking about renting a house or condo for your next vacation? While these rentals can be a great way for families and...
The announcement comes via regular mail, email or a phone call. You’ve won a big prize, and now it’s time to collect your money....
Enhanced security credit and debit chip cards are being rolled out to consumers as a powerful new defense against fraud and counterfeiting. These cards...
There are approximately 6 million companies in the United States with revenues from $1 million to $150 million. Baby boomers own roughly 50% of...
There are many reasons an owner of a company might consider diversifying ownership. The timing for a change in equity ownership can be driven...
Even after so many years of serving as CEO of your closely held private or family owned business, you find that you still experience...
You may remember from high school algebra something along the lines of; solve the following for X. Solving for X means finding the value...