Valuation

Mind the Gap

Introduction There are three gaps that SME owners have to consider: the wealth gap; the income gap; and the value gap. In this article, we will take a look at why managing and eliminating such gaps is important to business owners on their road to… Read More »Mind the Gap

Roll Up Your Forecast to Win

Overview In this article, we explored the reasons why an SME owner should start performing financial forecasts that specifically target discretionary cash flow. However, a few questions remain. What time frame should a forecast encompass? How often should forecasts be updated? In this article, we… Read More »Roll Up Your Forecast to Win

The Five Stages of Value Maturity

  • by

Key Takeaways ·         For many business owners, personal and business wealth are tightly correlated. ·         Business owners should devise a plan (and execute upon it) for each of the five stages of Value Maturity to maximize their personal and business wealth. ·         To optimize results,… Read More »The Five Stages of Value Maturity

Value Creation: A Paradigm Shift

  • by

Key Takeaways          Value creation requires a paradigm shift for many owners in how they manage their companies.          A value creation mindset can appeal to both growth-oriented and exit-oriented owners.         A value creation mindset can inspire owner-managers to take their businesses in directions… Read More »Value Creation: A Paradigm Shift