Insights
Perspectives that help navigate what’s next.
Articles
Selling Your Business: What the First 90 Days of a Sale Process Actually Look Like
Everyone can describe the closing dinner; almost nobody can describe the beginning.
Article · 4 min read
When to Hire a Fractional CFO — and the Signs You’ve Waited Too Long
Growing, profitable on paper, and flying blind.
Article · 6 min read
Spotlight
Business Valuation
What Drives Your Multiple Up or Down — the Factors Within Your Control
The multiple is a grade, not a market rate.
FP&A
Budgets vs. Rolling Forecasts: Why Annual Budgets Fail Growing Companies
The annual budget is obsolete by March, and everyone still reports against it.
M&A Transaction Advisory
The LOI: What’s Binding, What’s Not, and Where Sellers Give Away Leverage
Publicly a milestone; privately where sellers give away leverage.
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