Buying a Business

September 1, 2023
7 Steps to preparing the next generation to run the company

7 Steps to Preparing the Next Generation to Run the Company

The more and more I get asked to help companies straighten out, systematize, or simply review their financials, the more I get asked questions that aren’t directly related to finance. This shows me that business owners, […]
June 1, 2023

Financing my Parent’s Buyout From the Company

“He said, ‘if you came up with a million dollars, I’ll be out the door tomorrow.’ He says things like from time to time, but I definitely don’t have a million dollars. Even if I did, […]
March 1, 2023
Due Diligence Necessities on a Business Acquisition - Blog Post Banner

Due Diligence Necessities on a Business Acquisition

“When I started here 2 years ago, he said he’d sell me the business.” He stated as if, since this was good enough for him it should be good enough for anyone. “So, that’s why he […]
November 1, 2022
Financing Mergers and Acquisitions - Blog Post Banner

Financing Mergers and Acquisitions

“Well… We shook on it the other day.” She paused to consider her own words. I could tell as she was explaining what happened that she was frustrated that she broke the first rule of business […]
December 14, 2021

Purchasing a Tax Practice

“1mil” My phone illuminated around 4:00 AM as I was reviewing a presentation my team created for an IT Company that is going from a Chicago presence to a national powerhouse.  I had to rub my […]
November 30, 2021

What is a 4506-T

“Ah shoot. My wife gave you the wrong set of tax returns.” I almost dropped the phone.  “Wrong set of tax returns.” The phrase hit me like a Mack Truck. Wow. I hadn’t even considered there […]