For many Arizona business owners, selling is not just financial. It is personal. They have employees who feel like family. Customers they have served for decades. Vendors who trusted them. A reputation built one promise at a time. In smaller communities, the business may be part of the local economy… Read More »Protecting Employees, Customers, Community, and Legacy in a Sale
Many owners dream of passing the business to a child or family member. The family name continues.Employees stay with familiar leadership.Customers see continuity.The owner’s life work remains connected to the next generation. But family succession is not automatically simple. In fact, it can be one of the most emotionally complicated… Read More »Family Succession: Protecting the Business and the Family
Family succession can be beautiful. It can also be messy. Good intentions are not enough when value, control, timing, and payment terms are unclear. This Thursday, I’ll cover why family succession should start with value — not assumptions. Start with a Selling Price Analysis before the family conversation gets emotional.
In many types of businesses, “customer concentration” can be a real concern, with a few big customers that make up a substantial portion of the company’s revenues. Buyers, of course, are concerned that if any of those big customers leave after the sale closes, the buyer is not getting the… Read More »Tip #91 Does the company have a customer concentration issue?
What happens when you put a room full of smart, accomplished women together? Business ideas. Life updates. Celebrations. Shopping advice. Grandbabies. Jean jackets. And, of course, plenty of laughter. Nicole had us all thinking about something very important: What should I wear? After 16 years styling businesswomen, Nicole has made… Read More »The butterfly effect
A competitor can be a very logical buyer. They understand your industry. They may know your market. They may see value in your customers, employees, contracts, location, and reputation. That can create strong strategic value. It can also create exposure. A competitor may want access to: That does not mean… Read More »Competitor Buyers: Value, Risk, and Confidentiality
Loren Yaskin kicked us off with five creative shifts that make communication notable and a great reminder that communication is not just about what you say, but how you make people feel. One of the biggest takeaways: show, do not just explain. Use visuals, examples, and a little creativity to… Read More »Women Rising
Search funders are contacting a lot of owners. Some are serious.Some are well-funded.Some are still learning.Some may not be able to close. This Thursday, I’ll cover what business owners should know before sharing information or getting too far down the road. If search funders are reaching out, get clear on… Read More »Search Funders Are Calling Business Owners
Wow. I am incredibly honored to have been selected by Erin Crawford for the IBBA 2025 Chairperson’s Award. There are so many amazing people in our profession, which makes this recognition especially meaningful. Throughout my career, I’ve believed that when we help others succeed, we all win. Our clients benefit,… Read More »IBBA 2025 Chairperson’s Award
Another fantastic WATT morning! Today Dyan Haugen shared her journey — the good, the tough, and everything in between. Those kinds of stories always resonate. Bonus discovery…She’s also the person you want planning your travel. She saved a friend of mine and her husband $2K EACH on an international flight. Now… Read More »Smart Travel