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Should You Add a Partner to Your Business? What to Consider First

Should You Add a Partner to Your Business? What to Consider First

by Joshua Ott | Jul 14, 2025 | Business, Growth Strategy, Sell Side M&A and Advisory

What You’ll Learn in This Post:  Thinking about bringing on a business partner? This post outlines the key factors to consider before making a decision, including equity splits, risk exposure, legal planning, and the long-term strategic impact. It’s essential reading...
Common Mistakes That Undervalue Your Business

Common Mistakes That Undervalue Your Business

by Joshua Ott | Jun 24, 2025 | Sell Side M&A and Advisory, South Sound Spotlight

What You’ll Learn in This Post Thinking about selling or transitioning your business? In this post, we cover five common mistakes that can quietly lower your business’s valuation—and what to do about them. You’ll learn how everyday decisions affect how buyers,...
Planning the Future: What Every Small Business Owner Needs to Know About Succession and Exit Strategy

Planning the Future: What Every Small Business Owner Needs to Know About Succession and Exit Strategy

by Joshua Ott | May 21, 2025 | Sell Side M&A and Advisory

Across the South Sound, many small business owners are reaching a turning point—they’re looking toward retirement, exploring new ventures, or simply ready for a change of pace. But while the idea of stepping away might be on the horizon, the plan to do it rarely is....
Buying a Business in Tacoma: 10 Key Financial Questions to Ask

Buying a Business in Tacoma: 10 Key Financial Questions to Ask

by Joshua Ott | Jan 28, 2025 | Sell Side M&A and Advisory

Venturing into business ownership is an exciting step, but buying a business requires careful financial due diligence. If you’re a first-time entrepreneur or a seasoned investor in Tacoma, Pierce County, or the greater Puget Sound region, asking the right questions...
Selling a Washington State Business: Financial Strategies for Maximum Value in 2025

Selling a Washington State Business: Financial Strategies for Maximum Value in 2025

by Joshua Ott | Jan 21, 2025 | Sell Side M&A and Advisory

Selling a business is a significant milestone that requires thorough preparation to maximize value and ensure a smooth transition. Business owners in Washington State must consider several financial aspects, from organizing financial statements to understanding tax...
The Generational Shift in Business Ownership: What It Means for You

The Generational Shift in Business Ownership: What It Means for You

by Joshua Ott | Sep 3, 2024 | Sell Side M&A and Advisory

As baby boomers retire and millennials take on ownership roles, the small business world is undergoing a significant transformation. This generational shift is opening up many opportunities for both sellers and buyers. If you’re considering selling your business...

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(253) 569-0362

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Tax Prep | M & A – Mergers & Acquisitions
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