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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...
5 Reasons You Should Not DIY Your Small Business Taxes

5 Reasons You Should Not DIY Your Small Business Taxes

by Joshua Ott | Aug 28, 2024 | Bookkeeping, Business, Tax Planning

Tax season is just around the corner, and for many small business owners, this time of year brings a mix of anxiety and frustration. While it might be tempting to save a few bucks by doing your taxes yourself, the complexities of small business taxation can lead to...
Understanding Business Valuation: Why It Matters and How to Get It Right

Understanding Business Valuation: Why It Matters and How to Get It Right

by Joshua Ott | Aug 21, 2024 | Business, Growth Strategy

Business valuation is more than just a number; it’s a critical tool that can shape your business’s future. Understanding your business’s worth is essential whether you’re preparing to sell, looking to attract investors, or simply wanting to...
Preparing to Sell Your Business: 5 Things You Need to Know

Preparing to Sell Your Business: 5 Things You Need to Know

by Joshua Ott | Aug 13, 2024 | Business

Selling your business is one of the most significant decisions you’ll ever make. It requires careful planning, strategy, and an understanding of your buyers. Whether you’re thinking about selling soon or just starting to consider your options, being prepared can...
Investor-Ready: How to Attract Funding for Your Business

Investor-Ready: How to Attract Funding for Your Business

by Joshua Ott | Aug 6, 2024 | Bookkeeping, Growth Strategy

Finding the right investors can be a pivotal step in propelling your business to the next level. Investors provide not just financial support but often bring valuable expertise and connections that can help you navigate the complexities of growth. Whether you’re...
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Recent Posts

  • Systems Insight: How to Tell If Your Financial Systems Are Keeping Up With Your Business
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  • Setting Realistic Financial Goals for Your Small Business in 2026
  • Looking Back to Move Forward: A Year-End Review of Wins & Losses
  • End-of-Year Cash Flow Planning for Tacoma Small Businesses

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