Upcoming:

03/04/2021 SBA – CARES Act Updates on SBA Lending

Thursday, March 4th at 1:30 Steve Mariani will discuss SBA Lending. Stephen Mariani president of Diamond Financial has been involved in small business since 1978, personally owning many himself. It is his experience in locating financial solutions that brought him to establish DFS with the business owner in mind.

Diamond Financial Corporate Headquarters
5306 Six Forks Road, Suite 105
Raleigh, North Carolina 27609
Phone: (919) 782-3101 or 1 (888) 238-0952
Fax: (919) 782-9882
Email:information@easysba.com

Register Here –> https://zoom.us/meeting/register/tJAsde2gqzooHNCsRF_DHg5tq-4oTuXrVOtM <–

03/18/2021 Yes, you DO need a Coach! Ann Ewen, Phd

Ann Ewen will be joining us on March 18th @1:30pm AZ to discuss Business Coaching.  As a former business owner who successfully sold her software company and Vistage Coach, Ann brings a tremendous wealth of knowledge, experience and understanding to maximize each of her clients’ success-throughout their business journey and ensures that they are ready for their next step, whatever that may be. Click here to register:  Yes, you DO need a Coach!

Ann J Ewen, PhD 
480-226-1489
annewen111@gmail.com

04/01/2021 What’s the Value of a Business? with Matt Cassedy of Analytic Business Appraisers.

Matt Cassedy, Analytic Business Appraisers, is joining us on April 1 @ 1:30pm AZ to discuss business value…or what’s the value of a business?  In 30 short minutes, listeners will learn about the importance of a business valuation, when and why one is needed in addition to tips that can lead to higher valuations!  Click here to register: What’s the Value of a Business? with Matt Cassedy of Analytic Business Appraisers.

Matt Cassedy, MBA, CBA, CVA, CMEA, MAFF
Analytic Business Appraisers, LLC
7272 E. Indian School Road, Suite 540
Scottsdale, AZ 85024
480-857-7449 Office
480-652-2977 Cell

Past Bites:

02/18/2021 PPP Round 2: What’s New?

Thursday, February 18th we looked at the second round of PPP. Juliet Peters of Framework Legal and Theresa Valade CPA and managing partner Concierge Consulting and Accounting, PLLC

02/04/2021 What the Heck is a Servicing Company?

Thursday, February 4th we discussed with Canyon State Servicing what a servicing company is and what it can do for you.

01/21/2021 Introducing the Delta Deal Team

Thursday, January 21st we discussed the Delta Deal Team and what services they will offer.

01/07/2021 Marketing for 2021:  What Does It Look Like?

Thursday, January 7th, Matt Tucker with Arizona Studios provided a review of marketing options and how 2021 will be different than past years.

2021-01-07BusinessBite01SocialMedia
Marketing for 2021: Social Media
2020-12-17-02 Delta Snippet Marketing for 2021: Video
Marketing for 2021: Video
Marketing for 2021: Political
Marketing for 2021: Political
Marketing for 2021: Branding
Marketing for 2021: Branding
Marketing for 2021: Brand Value
Marketing for 2021: Brand Value
Marketing for 2021: Brand Value
Marketing for 2021: Future of Marketing
Marketing for 2021: Budget
Marketing for 2021: Budget
Marketing for 2021: Arizona Studios
Marketing for 2021: Arizona Studios

12/17/2020 Tiffany House with Gift Planning and Exit Strategies

Thursday, December 17th, Tiffany House gives us an over view of Gift Planning and Exit Strategies.


The Real Value of the Business

Seller Landmines

2020 Capital Gains Tax Rates

Charitable Remainder Trust

Sale of Business without planning

Comparison of using a trust

Charitable Trust Features and Benefits

Other Tax tools

Tiffany House

12/03/2020 Everything You Need to Know About a Business Escrow, and Didn’t Know to Ask?

Thursday, December 3rd, Annette Anderson of Arizona Escrow & Financial Corporation will be our guest on the Delta Business Bite webinar series.  Everything you need to know about a business escrow, and didn’t know to ask?



What is the role of an Escrow Agent in a Business transaction?

What documentation is necessary?

How long does the process take from open to close?

What is a UCC Lien and Judgement Search?

What if I have a lien against my business, can we still close escrow?

Does having a PPP Loan or and EDIL loan effect the closing of my business?

Is there anything recorded for a business purchase like a deed when I buy a house?

Who must be present at closing?

What happens at closing?

After closing how to receive their proceeds?

Common Problems you encounter in Escrow?

How long does a closing take?

Funny story from a closing

Canyon State

11/19/2020  An Overview of Business Brokerage with Max Wagner

Thursday, November 19th Max Wagner from Delta Business Advisors to give us an over view of Business Brokerage.


Why did you become a business Broker?

What makes a business saleable?

What makes a business unSaleable?

What must a business owner have in order to sell & why?

What should business owners do to increase likelihood of Selling their business?

Why did you decide to be a Generalist instead of specializing in one industry?

How do you find the right buyers?

Best Transaction?

11/5/2020 Virtual Family Offices…and Why You Should Have One

Thursday, November 5th , Chris Zeches managing Partner of Zeches Wealth Management talked about a virtual family offices.


What is wealth management?

What is the wealth management hierarchy? Why is it important to know?

What is a family office…who might we know?

What is a virtual family office?

Who needs/ should have a virtual family office?

What questions should help determine whether I need a virtual family office or not?

How do I get a family office? How do I set it up?

What can a Virtual Family Office accomplish?

Why should you have a Virtual Family Office?

What is stress testing?

Chris Zeches: Journey

10/15/2020 The Profit Filled Network

Tish Times was our guest on the Delta Business Bite webinar series. The Profit Filled Network. Below are snippets from our webinar, click on the link or picture.


Create Your Network

90 Days and Five Steps

What Do You Say?

Elevate your Circle

Create your Own Network

Upcoming Bites

10/01/2020 Don’t Be Afraid to Look:  Financial Statements aren’t as Scary as You think.

Ruth Urban, President & CEO at On the Money was our guest on the Delta Business Bite webinar. Click on the picture below to look at each of Snippets, it is a two minute segment covering that particular topic.


On The Money

Don’t be Intimidated by What You Don’t Know

Numbers Tell a Story About your Business

The Tree Main Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Why All Three Statement are Important

The Numbers Aren’t Right
Video Snippets click on picture

09/17/2020 Legal Landmines

Thursday, Sep 17th, 2020   Business Bite – Legal Landmines  Juliet PetersFramework Legal, PLLC


Framework Legal

Dispute Resolution in Contracts

Governing Law in Contracts
Indemnification in ContractsLicense in ContractsNon-Solicitation in Contracts
Survival in ContractsTermination in ContractsRepresentations and Warranties in Contracts
Non-Competition in ContractsTerm in Contracts 
Video Snippets

09/03/2020 Sneaky Clauses in Leases

Susan McCallOwner/Designated Broker of Commercial Property Connect, LLC presented on sneaky clauses in leases.

Privacy in leasesExclusivity in leasesBusiness Hours in leases
Holdover in leasesLeases and Parking RatioSub Lease OK?
Neighbor in LeasesCurrent LeaseA little bit about Susan
Video Snippets

08/20/2020 Lending Opportunities and Insurance Go Hand in Hand

Frances RyanSunflower Bank & Jennifer LazzaraNeate Dupey were on Delta Business Bite and talked about Insurance and lending.

Insurance and BankingInsurance overviewAutomotive Service Insurance
Professional Service InsuranceCommercial Property InsuranceInsurance for Contractors
Insurance for RestaurantsDelta Business Bite Snippet JenniferInsurance Carrier Ratings
Video Snippets

08/06/2020 Protect Me, My Business and My Customer

Business Insurance 101 with  Casey ElliottPhoenix Insurance Group

Insurance OverviewBusiness Bite Snippet Inland MarineBusiness Bite Snippet BOP

07/16/2020 Will You Be Ready When OSHA Shows Up

BBSI does a great overview of Osha and BBSI Jim Ruhnke, & Alyson Hutchins BBSI

07/02/2020 How to Exit on Your Own Terms…and Enjoy Your Future

July 2, 2020 – How to Exit on Your Own Terms…and Enjoy Your Future  with Denise Logan, Author of The Seller’s Journey

06/25/2020 PPP –  What Now in PPP? 4 updates as things have changed

June 25, 2020 – PPP –  What Now in PPP? 4 updates as things have changed …  with Juliet PetersFramework Legal, PLLC & Helen SwiatekOn the Money

06/11/2020 PPP –  What Now in PPP? Updates

Third in Business Bite PPP –  What Now in PPP? Updates …  with Juliet PetersFramework Legal, PLLC & Helen SwiatekOn the Money

06/04/2020 PPP –  What Now in PPP? Updates

Second in our PPP –  What Now in PPP? Updates …  with Juliet PetersFramework Legal, PLLC & Helen SwiatekOn the Money

05/21/2020 PPP –  What Now in PPP? Updates

First in our PPP –  What Now in PPP? Updates …  with Juliet PetersFramework Legal, PLLC & Helen SwiatekOn the Money

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