top of page
Blogs & Newsletters
Ready to Retire? 4 Things to Do Before You Sell Your Business
Building a successful business is a lifetime achievement. If retirement is on the horizon, selling your business may be the biggest financial decision you’ll ever make. But here’s the hard truth: according to BizBuySell, 80% of businesses listed never sell. Even those that do often close at lower-than-expected prices. If you’ve worked decades to build your company, you deserve a rewarding retirement, not missed opportunities. The good news? With the right preparation and the
Jim Shaub
7 days ago2 min read
Â
Â
Â


What Is Customer Concentration and Why It Can Make or Break a Business SaleWhen evaluating a small business for acquisition, most buyers look at revenue, margins, and cash flow. But there’s one crit
When evaluating a small business for acquisition, most buyers look at revenue, margins, and cash flow. But there’s one critical metric that often gets overlooked — and it can make or break the deal: customer concentration . What Is Customer Concentration? Customer concentration (also called client concentration ) measures how much of a company’s revenue comes from its largest customers . It shows how evenly (or unevenly) sales are spread across the client base. For example: A
Jim Shaub
Nov 33 min read
Â
Â
Â


Four Key Elements of a Good Estate Plan: Protect Your Legacy and Loved Ones
Discover the four essential elements of a good estate plan to ensure your assets go to the right people, protect your loved ones, and secure your legacy.
Jim Shaub
Oct 162 min read
Â
Â
Â


Why Tech-Enabled Businesses Attract More Buyers
Businesses that embrace modern technology are commanding more attention from buyers. From digital sales channels and cloud infrastructure to remote capabilities and data analytics, tech-enabled companies signal growth potential and resilience. Add in documented workflows, standard operating procedures (SOPs), and automation, and you reduce transition risk while boosting efficiency. The result? A more attractive business that buyers trust—and one that can often achieve a highe
Jim Shaub
Sep 302 min read
Â
Â
Â
bottom of page
