Posted by Jason Steffenhagen

When most business owners think about valuations, they picture the final steps of a sale process—pinpointing a number that helps close a deal. But the truth is, an updated valuation can offer a powerful edge long before you ever decide to sell. Whether you’re growing the business, planning for ownership transitions, or simply striving to […]

For most business owners, selling a company is a once-in-a-lifetime event—one that can shape retirement plans, family legacies, and the well-being of employees and the local community. Because so much rides on the outcome, it’s crucial to recognize the hidden pitfalls that often reduce a seller’s final proceeds or prolong the deal to everyone’s frustrat

For many business owners, “succession planning” sounds like a project for the distant future—until the unexpected happens. Whether you plan to sell to an outside buyer (like a strategic acquirer or private equity group) or transfer ownership internally (via a management buyout, ESOP, or family transition), the best time to start planning is always “as [