Selling a business isn’t a quick transaction—it’s a process. In most cases, you’re looking at a 6 to 12 month journey from listing to closing. That’s a long time to be tied to the wrong advisor. And that’s where communication—and what I call “the gut test”—comes into play. The Reality of a Long Sales Cycle […]
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Relevant Certifications in Business Brokerage: Understanding the “Gold Standard”
When selling a business, choosing the right broker can have a direct impact on valuation, deal structure, risk exposure, and whether the transaction closes at all. One of the most overlooked—but critically important—factors in selecting a business broker is professional certification. Unlike real estate, business brokerage is still a fragmented industry with no single […]
The “Wonka” Wake-Up Call: Why Poor Exit Planning Kills Your Sale
Don’t let your retirement be a “Good day, sir!” moment. Your business is likely your largest asset—treat it like one by keeping the records as professional as the service you provide.
Why Your “Tax Strategy” is Killing Your Business Value in Tampa Bay
There are smarter ways to handle tax mitigation that don’t involve damaging your company’s “sellability.” If your current CPA is encouraging you to “hide” income through personal expenses, it might be time to find a professional who understands exit planning.
Why CPAs Who Ignore Business Transactions Are Leaving Money — and Clients — on the Table
Your client just told you they’re thinking about selling their business. Or buying one. What happens next determines whether you stay their trusted advisor — or get replaced by someone who saw the opportunity you missed. I’ve spent 21 years as a business broker in Florida. I’ve closed over 500 transactions totaling more than $50 […]