May 31, 2024
Boring is Best
Recently the Wall Street Journal had a front-page headline of, “Boring Utility Stocks Wow Market.” My first reaction was boring businesses are the best type…
March 13, 2024
Buyer Mistakes that Transcend Time
I was perusing some files and found a couple of our weekly memos from a dozen years ago. This one is advice to business buyers…
February 28, 2024
Avoid Inconsistencies
I admit I’m not an expert on financial statements, accounting, HR, and other admin aspects of a small business (there are CFOs, CPAs, etc. for…
February 13, 2024
Create a Large Exit for Your Small Business™
Want to Exit with Style, Grace, and More Money®? A multi-generation business gives tips on how other business owners can do so. In late 2023…
January 2, 2024
Don’t Dismiss the Balance Sheet
During a meeting last week, I made the comment, “The Balance Sheet is more important than the Profit & Loss statement.” A stunned look of…
October 13, 2023
Plan Now or React Later
The NFL season started with the usual hyperbole, predictions, and upsets. The first upset was when the defending champion Chiefs got beat. A big factor…
September 29, 2023
Don’t Get Burned by Lack of Preparation
After the horrific fires in Maui many people jumped to the usual suspects regarding the cause – climate change and the hurricane south of Hawaii.…
September 15, 2023
The Little Things Equal Success
We recently had a birthday celebration for my wife at Tutta Bella (disclaimer – we are friends with the owner, Joe Fugere). At least four…
August 24, 2023
All-Star Clean Up
It was All-Star week in Seattle. The week was filled with baseball events, the Home Run Derby, and the game on Tuesday. As part of…
June 21, 2023
Are Your Financial Statements Fact or Fiction?
On the top of the value driver list is having solid financial systems and therefore accurate financial statements. Too often we must use the term,…