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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...

Recent Posts

  • Planning the Future: What Every Small Business Owner Needs to Know About Succession and Exit Strategy
  • Navigating Uncertainty: Financial Strategies for Small Businesses in the South Sound
  • These Habits Separate Thriving Companies from Struggling Ones
  • South Sound Networking: Fresh Ways to Connect with Your Community and Grow Your Business
  • South Sound Spotlight: Make the Most of Small Business Month

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(253) 569-0362

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