Many of us are eager for  2020 to come to a close. December is the time of year when your business really needs your attention, especially with regard to finances. Year-end finances are often overlooked. But with proactive preparation, you can save money at tax time and be better prepared for any unexpected financial urgency…

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One question that comes up in many of our conversations with business owners is, “when is the right time to sell?” The answer typically is “when everything is going well.” Many owners were having conversations with potential buyers in 2019 and early 2020 when the economy was strong and business value was high—then the pandemic…

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Successful business owners know the value of using financial modeling to guide sound decision-making and forecast future outcomes.  Financial models are used to project the performance of a company, evaluate business and financial investments, and help uncover and avoid potential risks.  Below is a list of some key financial models that can bring powerful insights,…

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