Tag Archives: business management

by in Management and Planning, Selling your business

The COVID-19 Impact on Lease Negotiations and Selling Your Business

Some of the biggest news of the CVOID-19 era has been the delicate lease negotiations between landlords and tenants. With reduced revenues, tenants struggle to make regular rent payments but don’t want to lose their locations for when things normalize again. Landlords, especially those who also carry mortgages, cannot afford to be without rent for […]

by in Management and Planning

S-Corporation: Is It Right or Wrong for My Business?

As a business owner, you may see articles about S-corporation. These are corporations that elect to pass corporate income, losses, deductions, and credits through to their shareholders for federal taxation purposes. The shareholders of an S corporation will report the flow-through of income and losses on their personal tax returns; taxes are imposed at their individual […]

by in Loans and financing, Selling your business

Survey Predicts Interest Rate Stress in Lower Middle Market

The most recent Market Pulse survey shows that roughly two-thirds of M&A experts predict that a rising interest rate environment will have a significant effect on their ability to finance transactions. The interest rate is going up in the lower middle market. The Market Pulse survey interviewed 315 business brokers and advisors in 37 states […]

by in Management and Planning

California Manufacturing : Growth and Profitability Program

California Manufacturers Advantage® (CMA) is a terrific program that’s geared toward small and medium sized manufacturers. This California manufacturing program provides a comprehensive review of your business, with technical expertise and strong leadership skills to spot issues and create meaningful solutions. Every year, CMA advisors help hundreds of manufacturers around California identify and implement business […]

by in Management and Planning, Selling your business

Largest Sacramento Area Accounting Firms Merge

Roseville-based Gallina LLP announced it’s merger into Minneapolis-based CliftonLarsonAllen LLP. The area’s biggest firm based on the number of local CPAs says it’ll be effective the first of the year. Gallina has more than 300 employees in 12 offices. Those are in California, Nevada, Utah, and Washington. CliftonLarsonAllen employs over 4,500 professionals, with more than […]

by in Sell a Medical Practice

Boutique Medical Practices are a New Trend in Medicine

A boutique medical practice, Parsley Health, is set to debut its first location in downtown San Francisco later this month. It’s a growing trend in Northern California and around the country. An increasing number of physicians are practicing concierge medicine and opening boutique practices as a way to avoid dealing with insurance and reimbursements. These […]

by in Management and Planning, Selling your business

Lessons From These Manufacturing Success Stories

The manufacturing industry has experienced tremendous growth over the last few decades, with more companies adopting lean methodology and successfully competing in a global marketplace, according to the National Association of Manufacturers.  Productivity also hasn’t shown any signs of slowing down. Overall, the hourly output for all workers in the manufacturing sector increased over 2.5 […]

by in Buy a business, Management and Planning, Selling your business

Smooth Transitions From the Seller to the Buyer

Without exception, the sale of a business from the current owner or seller to the new owner or buyer is exceptionally difficult. In simple terms, the difficulties for each party touch the ‘head’ and the ‘heart.’ For the seller, normally their greatest challenge is their ‘heart.’ They have been thinking and talking to their loved […]

by in Loans and financing, Management and Planning, Money 2.0 radio show with Andrew Rogerson

Personal or business bankruptcy in Sacramento

\Bret Rossi lives and works in the Sacramento area and is a member of The State Bar of California. That is, by profession he’s an attorney. Like all attorneys, he has specific areas of interest or specialization and these are Litigation and Bankruptcy be it personal or business. That’s not how Bret sees his job, […]

by in Buy a business, Management and Planning, Selling your business

The Uncertainty Principle when selling or buying a business

The Uncertainty Principle, according to Wikipedia, is a variety of mathematical inequalities used in Quantum mechanics. As I have almost no understanding of Quantum mechanics I am unable to use it effectively except I heard it paraphrased the other day with an explanation that “the more precisely you study and learn something, the less you […]

by in Management and Planning, Money 2.0 radio show with Andrew Rogerson

Importance of a financial plan for a business owner

Importance of a financial plan for a business owner. Most business owners spend a disproportional amount of time running their business to make sure it’s successful. Similarly, most business buyers, especially those buying a business in their late 30’s and 40’s are doing so because they believe they can earn more as a business owner than as an employee and therefore set themselves up for when they plan to retire.

by in Management and Planning

Emerging Business Model – SPICE

New business models are emerging that challenge the old assumptions about how to operate a business for profitability.

In the book “Firms of Endearment – How World Class Companies Profit from Passion and Purpose”(Wharton School Publishing), the authors, Sisodia, Sheth and Wolfe, provide many examples of how companies that take care of all the stakeholders – not just the shareholders – achieve significantly higher profits.

SPICE is their acronym for all the stakeholders:

by in Buy a business, Selling your business

The Benefits of a Management Plan

Buying or selling a business is a complex matter. There is no question about it. The complexities start from the moment a buyer and seller start interacting but there is natural conflict in place. For a start, the buyer doesn’t have any history of the operation of the business and so has to rely entirely on the representations of the seller. Conversely, the seller has lived and breathed the business, knows its upsides and downs including its strengths and weaknesses. My Golden Rule when assisting with a business transaction is for each party to put their feet in the shoes of the other party. In other words, the seller should see things from the buyer’s perspective and the buyer should see things from the seller’s perspective.



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