502, 2021

How a small minority of family businesses thrive through transition

February 5th, 2021|Uncategorized|

70% of family businesses fail before reaching the second generation, 90% before the third (source: Family Business Institute) Do you want this to happen to you? Did you know there is such a high failure [...]

  • Employee Stock Ownership Plan

ESOPs & The Pandemic

November 10th, 2020|

Massive layoffs, record applications for unemployment, “Closed” signs displayed on businesses we love most.  All are commonplace in today’s pandemic world. All businesses are impacted by this pandemic. ESOP companies show more success in dealing [...]

  • Optimize business, Optimize Life

Optimize business, optimize life.

October 26th, 2020|

A Cautionary Tale… A client heard some horrible news: his wife was diagnosed with an illness that would end her life.  Doctors advised that she should have 10-15 years of reasonable health before her early [...]

1410, 2020

Are you squeezing all the juice out of the fruit that is your business?

By |October 14th, 2020|Uncategorized|

Over the past 30+ years, I have completed valuations for thousands of small businesses. I have seen businesses rise to the top and become successful beyond the owner’s dreams. I have seen many seemingly great [...]

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