This podcast features a diagnostic assessment designed to help entrepreneurs determine if they should divest from or retain their companies. This self-test evaluates critical areas such as financial preparedness, organizational autonomy, and the owner’s personal wellness and future goals. By assigning numerical values to specific operational and psychological indicators, the tool identifies potential exit readiness or the need for further internal development. […]
tampabusinessbroker
Due Diligence Demystified: What Buyers Will Scrutinize in Your Business
Michael Shea represents the Tampa Florida Transworld office. In business since 2005, he has established a reputation as a trusted business broker across Florida’s key markets- from Tampa to Orlando, Melbourne, and more
Financial Cleanup Checklist: Getting Your Books Ready for a Business Sale
I would tell you that better than 70% of the time business owners have made short term decisions in a vacuum without thinking of the end goal of wealth and a exit. Now is all they think of resulting in really horrible outcomes at the time of sale. If your CPA is not having this conversation with you you need a new CPA.
Generational Trends in Business Ownership, Planning, and Revenue: Insights for Tampa Owners
These findings demonstrate that regardless of generation, business owners in Tampa and beyond benefit from data-informed strategies, realistic succession planning, and a clear understanding of company value and structure.
Generational Perspectives on Pre-Transition Value Enhancement in Business Exits
Among Baby Boomers, 43% cited lack of necessity or time as primary barriers, aligning with benchmarks from similar studies like the 2013 EPI report, where over 70% of owners lacked formal exit plans.