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,...
by Joshua Ott | Jun 18, 2025 | Uncategorized
Why Valuation Matters Long Before You Sell When you hear the word “valuation,” it’s easy to think of a future sale or retirement. But understanding your business’s worth isn’t just a task for someday—it’s a strategic tool that helps you make more informed decisions...
by Joshua Ott | Jun 9, 2025 | Budgeting, Growth Strategy, Payroll
Bringing on a new employee is a big milestone—and a big investment. Whether you’re hiring your first staff member or adding to a growing team, expanding headcount changes the way your business operates, spends, and grows. For Tacoma-area business owners and...
by Joshua Ott | Jun 2, 2025 | Bookkeeping, Business, Growth Strategy
No business is immune to ups and downs—but some financial issues start quietly and grow over time. Spotting warning signs early can give you a chance to course-correct before small problems become big ones. Whether you’re experiencing a shift in revenue, dealing...
by Joshua Ott | May 27, 2025 | Bookkeeping, Budgeting
Creating a business budget isn’t just about crunching numbers at the start of the year—it’s about building a financial tool you can actually use to make decisions, track progress, and adapt to change. A well-structured budget provides clarity on where your...
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....
by Joshua Ott | May 13, 2025 | Bookkeeping, Business, Tacoma Community
Uncertainty has always been part of business ownership, but lately, it feels like the stakes are even higher. Whether it’s a slowdown in customer spending, rising costs, or economic headlines that seem to shift by the day, many small business owners across Tacoma and...
by Joshua Ott | May 7, 2025 | Bookkeeping, Business, Growth Strategy, Tax Planning
These Habits Separate Thriving Companies from Struggling Ones What successful small businesses do differently—and how to get there. In the day-to-day whirlwind of running a small business, it’s easy for financial management to slip into reactive mode. You’re...
by Joshua Ott | Apr 30, 2025 | Business, Growth Strategy, Tacoma Community
Spring is in the air—and so are opportunities to expand your network. In the South Sound and greater Puget Sound region, the warmer months bring a wave of community events, markets, and professional gatherings that make it easier— and more enjoyable —to build...
by Joshua Ott | Apr 22, 2025 | Growth Strategy, Tacoma Community
May is National Small Business Month—and right here in Tacoma and throughout the South Sound, it’s a meaningful opportunity to celebrate the hardworking entrepreneurs who fuel our local economy. With Small Business Week running from May 4 through May 10, now’s the...
