Business Owner Advisory Insights

Brett Dearing

Partner

Business Owner Advisory

Selling Your Business in a Buyer’s Market

September 28, 2022   -   As we head into the second half of 2022, it is clear that the M&A market is transitioning to a buyer’s market. So what should you do if you plan on selling your business?

Brett Dearing

Partner

Business Owner Advisory

How To Protect Profit Margins Heading into a Recession

As economic indicators continue to reinforce signs of recession, business owners should start thinking vertically about operational processes and procedures. This article outlines how business owners can improve operation efficiency and effectiveness to protect profit margins and revenue growth.

Brett Dearing

Partner

Business Owner Advisory

Is Your Business Sellable?

Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.

Brett Dearing

Partner

Business Owner Advisory

How to Bring Your Business Value Up Before You Sell

Preparedness planning is an essential tool for any owner interested in selling their business for maximum value. It provides a framework for owners to take control of their exit and it also minimizes perceived risk by a potential buyer that may create a discounted value at sale.

Brett Dearing

Partner

Business Owner Advisory

Hiring the Right Wealth Manager for Your Transaction

The net proceeds from the sale of your business adds another layer of complexity to your financial life. That’s why a wealth advisor is one of the most important people you can have on your transition team.

Brett Dearing

Partner

Business Owner Advisory

Paycheck Protection Program – June 9, 2020

On June 5, the President signed the Paycheck Protection Program (PPP) Flexibility Act into law. This act addresses many of the issues business owners have encountered with the program.

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.