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 […]
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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 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 […]
Closing the “Value Gap”: Why 2026 is the Year to Bridge the Distance
The Value Gap (often called the “wealth gap”) is the difference between what your business is currently worth and what you actually need to fund your post-sale lifestyle. In a market as dynamic as 2026, assuming your business will “just cover it” is a high-risk gamble.
10 Questions You Must Ask Before Buying a Business in Tampa Bay
In hot markets like South Tampa or St. Pete, real estate is a major factor. You need to know if the lease is assignable and how much the rent might increase upon transfer.