Blog

When Value Extraction Becomes a Public Danger: GKN Aerospace

Good business buyers build value. Bad business buyers extract value. When a business is “high-risk”, that difference can become dangerous. Here are my two cents on the almost exploded chemical tanker in Garden Grove.  

I was fortunate to be mentored and taught by one of...

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Why TIMING is the most important strategy

What determines success?

Most people point to a great idea, a strong team, and flawless execution. That’s right and wrong. Allow me to explain….

Every year, businesses with all three still fail. So what’s missing to get it all right?

Its… Read More

Unique Value Proposition (UVP) Know UVP To improve, buy or sell

What Is The Secret Behind Businesses That Sell for Top Dollar?
It all boils down to one thing — and it's not financial. It derives from a business’s “Unique Value Proposition” (UVP) [Know UVP To improve, buy or sell]. Revenue is not the same thi...

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The Power of Predictable Cash Flow (to improve, buy or sell)

In a business valuation, I start by assessing the predictability of cash flow. I want to know the reliability and stability of the net income (ensuring viability and risk management).

Restaurant listings dominate the business sales market, and they have also represented most of my deals...

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The Franchise Gamble: Path to Success or a Royalty Trap?

If you require creative freedom in your business ventures, and view franchise restrictions as a “no-go”, and have the capital to weather a learning/creating/experimenting curve, then independent ownership is the best path for you.

Most people would like to go that route, and...

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2022-2025 Interest rates and the business valuation limbo

Being optimistic is in my nature, as it is for most entrepreneurs; however, if that optimism isn’t balanced with reality, it can hinder a business sale.

I have had this conversation so much in the last few years that I thought it would be best to write about it. It is a conversati...

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GRR and NRR metrics for predictable growth in subscription model businesses (to improve, buy, or sell)

The subscription model revolutionized how business was done by shifting the focus from one-time sales to consistently generating multiple sales, resulting in the creation of recurring revenue. It enabled long-term customer relationships, and, best of all, it created predictable cash flow ...

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Marketing isn’t optional- it’s REQUIRED

Marketing drives growth and maintains stability.

I’ve seen one mistake more than any other—business owners often overlook marketing. They focus on their product or the "look of the business" while forgetting that without marketing, no one knows the busine...

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Mad enough to try, confident enough to succeed: The Delusional Entrepreneur

In business, there’s a fine line between genius and madness—and a little delusion can be a game-changer. I’ve lived it, seen it, and worked with clients who’ve walked that line. It’s fascinating. That touch of delusion can fuel incredible success, but if it goes too ...

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The Customer Acquisition Teeter Totter: Spend Too much, you fall—spend too little, you stall

In business, you must know your numbers; customer acquisition cost (CAC) is one of the most critical. It tells you exactly how much money you spend to get a new customer, and to be successful you need a lot of them. It is like your business’s "price tag" for growth. What w...

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Selling identity to achieve BRAND EQUITY (to improve, buy or sell)

Brand equity refers to the value of a brand (as perceived by customers). It is great for business but expensive for parents. I used to shop at a store called "Factory 2 U," which was like Ross or Marshalls. It was a great discount store with affordable prices. When my s...

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What the COVID-19 Pandemic Taught Us About Managing Churn Rates

A few months into the 2020 pandemic, I realized 24-Hour Fitness was still charging me even though their gyms were closed, and no one could use them. I didn’t understand why at the time, but shortly after, I understood—they were struggling with a high churn rate, losing revenue fast, a...

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Transforming likes into loyalty and loyalty into profit: Social Media Engagement

I’ve always been curious about what makes a business successful. When I was in college studying business, I found advertising fascinating, especially learning about the psychology behind it—what makes people want to connect with a company. Today, things have changed; businesses use th...

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First Impressions Matter: How a SIGN can impact your business

A professional sign brings new customers through the door and can leave a good first impression. It also sets the stage for trust—when your product or service exceeds expectations, those customers will return.

Signage is one of the most underestimated tools for business. For indus...

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Incorporating Employee Engagement Score (to improve, buy or sell)

I’ve experienced the big difference between jobs where I wanted to give my best and others where I didn’t. It’s very interesting to understand the reasoning behind this. This is what an Employee Engagement Score (EES) evaluates. It is valuable data that is often overlooked and r...

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Stronger together: embrace SYNERGY in your strategy

What exactly is SYNERGY? In Mergers and Acquisitions (M&A), Synergy refers to the combined value and performance achieved by merging two companies that exceed the sum of their separate individual values. It represents the financial, operational, or strategic benefits of the m...

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Incorporating Customer Lifetime Value (to improve, buy or sell)

I avoid using future revenue projections when selling businesses unless sellers can provide me with evidence to ensure their accuracy. Most cannot, and nobody can tell the future, so exact will never be possible; however, it is possible to get close. If used effectively, this is what CLV does. It...

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Incorporating Net Promoter Score (to improve, buy or sell)

Integrating NPS into your strategy and why it's essential.

Like KPIs, I find NPS very interesting. It’s like listening to a business’s pulse. It gives you a sense of how healthy the relationship between the business and its customers is—whether it's strong or n...

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BUSINESS BUYERS: Clearing Misconceptions, Setting Realistic Expectations

Buyers sometimes enter the market looking for a business to purchase with misconceptions or unrealistic expectations, which, without proper guidance, can lead to costly mistakes or delays. Understanding possible challenges and being prepared for solutions is very important.

Misc...

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Why Employees Matter More Than Ever

The Increasing Role of Employees in Company Success, from Operations to Exits

The value of a business's workforce has shifted dramatically. In the past, I saw business buyers prioritize revenue and assets when assessing a potential purchase. However, since 2020, the workforce has be...

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