by Dan Smith | May 10, 2024 | Blog
Every business owner will inevitably reach a point where they must consider selling their business or plan for its succession. Engaging with an intermediary offers a streamlined approach to kickstarting this process while also learning what pitfalls to avoid. Whether...
by Dan Smith | Apr 3, 2024 | Blog
A business plan is a valuable tool for both startups and established companies. For new businesses, it can be an essential part of getting financing and established businesses can use it to reevaluate their goals or keep them on track. A well-crafted business plan can...
by Dan Smith | Mar 1, 2024 | Blog
In the current market of business sales and acquisitions, private equity groups (PEGs) are some of the most active buyers of mid-market companies. They are placing a growing emphasis on what is commonly known as “industry roll-ups” – a strategic merging of...
by Dan Smith | Feb 1, 2024 | Blog
The past few years have tested the resilience of small business owners, who have had to grapple with challenges ranging from a global pandemic to labor shortages and most recently, inflation. As we begin 2024, Southwest Florida business owners are faced with a pivotal...
by Dan Smith | Dec 23, 2023 | Blog
With a new year just around the corner, many small business owners are looking for last-minute year-end tax maneuvers. While developing a sound tax strategy should begin with meeting with your accountant or tax-advisor, there are some basic moves you can make to help...
by Dan Smith | Nov 1, 2023 | Blog
Investing in an existing business is a great way to become an entrepreneur and reap the benefit of immediate profit without having to start something from scratch. When you start a new business, there are a lot of growing pains that you have to endure before you start...
