June 15, 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,…
June 8, 2023
It’s All About the Future
I recently wrote the following to the CFO of a client company as part of their evaluation of a strategic acquisition: It’s a different approach…
June 1, 2023
Simplicity Rules
With one of the companies we’re representing we received a handful of offers. One stood out from the pack because it was clear and to…
May 24, 2023
An Exit Plan Means a Higher Value
Note: This memo was not created with ChatGPT. I recently wrote, “exit planning really does mean planning (in advance).” It’s one of the items on…
May 17, 2023
When It’s Outdated Don’t Use It
We attended a Mariner’s game on opening weekend and as in prior years there were street preachers outside the stadium. Using portable speakers and holding…
May 10, 2023
What is Your Customer Advantage?
There should always be concern about customer concentration. Some say be concerned if one customer is 10% of sales and others say up to 25%…
May 3, 2023
Little Things Matter (When You’re Close)
The NCAA basketball tournaments are winding down and on the men’s side, heading into the semi-finals, there are no number one, two, or three seeds…
April 26, 2023
You Need an Advantage
I’ve been researching what others (including ChatGPT) think are the top value drivers for a small business and have come up with a list of…
April 23, 2023
Planning Means Being Ahead of the Curve
While in Antigua on our Rotary project some of us got to talking about how a couple key team members are always running late and…
April 12, 2023
We All Get Jaded
We recently got back from two weeks in Antigua working in the schools (at least on weekdays). After doing these projects for so many years…
