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Business Bite

Past Bites:

09-16-2021 Market Pulse Q2 Update

A huge THANK YOU to Ron West for having Scot to provide a quarterly Industry Update using the 2021 Q2 Market Pulse results. 

Business Sales and M&A Specialists
Seller Sentiment
Exit Planning
Exit Planning

06/24/2021 Market Pulse 2021 Q1 Update

A huge THANK YOU to Ron West for having Scott Bushkie and I on the Business Brokerage Press to provide a quarterly Industry Update using the 2021 Q1 Market Pulse results. 

Business Owners Sell
Why Business Owners Decided to Sell
Is it a Buyer’s or Seller’s Business Market Q1 2021 compared to Q1 2020
Is it a Buyer’s or Seller’s Business Market 
Type of Buyers Who Purchased Businesses in Q1 2021
Type of Buyers Who Purchased Businesses
Did Business Owners Receive Expected Purchase Price in Q1 2021
Did Business Owners Receive Expected Purchase Price
2021-06-24-05 Business Sales: What Multiples Have Business Owners Received in Q1 2014-2021
 Business Sales:  What Multiples Have Business Owners Received
Cash at Close
How Much Cash Do Business Owners Receive at Sale? 
Time To Close
Median # of Months to Sell a Business from Engagement
Business Sale Multiples in Q1 2021 - SDE
Business Sale Multiples in Q1 2021 – SDE
2021-06-24-09 Business Sale Multiples in Q1 2021 - EBITDA
Business Sale Multiples in Q1 2021 – EBITDA
2021-06-24-10 Working Capital Q1 2021
Working Capital Q1 2021
2021-06-24-11Top 3 Industries by Purchase Price in Q1 2021
Top 3 Industries by Purchase Price in Q1 2021 

05/06/2021 Successfully Buying a Business During COVID – Lessons from a Buyer!

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

Business Sales and M&A Specialists
Matt Cassedy

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

Business Sales and M&A Specialists
Why a Valuation?
Business Sales and M&A Specialists
What Information is Most Important
Business Sales and M&A Specialists
Is History of the Company Important?
Business Sales and M&A Specialists
Machinery Equipment Appraisal?
Business Sales and M&A Specialists
Courtroom Story
Business Sales and M&A Specialists
Goodwill
Business Sales and M&A Specialists
Different Types of Values
Business Sales and M&A Specialists
Analytic Business Appraisers

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

Business Sales and M&A Specialists
Ann Ewen, PhD

Ann Ewen, PhD of Sky’s the Limit Coaching, will be joining us on March 18th @1:30pm AZ time to discuss Business Coaching.  As a former business owner who successfully sold her software company and then a 20 year Vistage chair,  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
aewen@skysthelimit.coach
annewen111@gmail.com

Business Sales and M&A Specialists
What’s a business coach?
Business Sales and M&A Specialists
Who Needs a Coach?
Business Sales and M&A Specialists
What Does a Coach do?
Why Hire a Coach?
Why Hire a Coach?

What is the Relationship Between Coaches & Clients?
What is the Relationship Between Coaches & Clients?
Business Sales and M&A Specialists
What are Some Coaching Services Available?
Business Sales and M&A Specialists
Former Business Owner Knowledge
Business Sales and M&A Specialists
Sky’s the Limit Coaching

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

Business Sales and M&A Specialists
Steve Mariani

Thursday, March 4th Steve Mariani discussed SBA Lending. We post the snippets as soon as they are processed. Steve Mariani is president of Diamond Financial and 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

Types of SBA Loans
What Types of SBA loans Available for Business Owners or Future Business Owners?
Business Sales and M&A Specialists
What Were the ‘Hard Hit Sectors’


Business Sales and M&A Specialists
What Industries are you Seeing That are Doing Well?

Risk For A Buyer
Do I Need To Pledge My House If I Apply For A SBA Loan?
Debt Service Coverage Ratio
Debt Service Coverage Ratio

Business Sales and M&A Specialists
Diamond Financial

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.

Business Sales and M&A Specialists
What is an account servicing company?

Business Sales and M&A Specialists
What is an account servicing company?
Business Sales and M&A Specialists
When Would I Use a Servicing Company?
Business Sales and M&A Specialists
What Type Of Services Does An Account Servicing Company Offer?
Business Sales and M&A Specialists
Is A Servicing Company Always A Fiduciary?
Business Sales and M&A Specialists
Can An Account Servicer Collect Funds For Taxes And Insurance?
Business Sales and M&A Specialists
Does The Servicer Work With My Escrow Officer In Order To Setup Accounts For Servicing?
Business Sales and M&A Specialists
Do You Have A Real Person Answering The Phone?
Business Sales and M&A Specialists
Does A Servicer Offer Foreclosure Or Collection Services?
Business Sales and M&A Specialists
Does The Servicer Report The Principal Paid/Received And Interest Paid/Received On My Account To The IRS?
Business Sales and M&A Specialists
Does The Servicer Provide Online Access To Buyer And Seller’s Accounts?
Business Sales and M&A Specialists
Canyon State

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.

Business Sales and M&A Specialists
The Real Value of the Business
Business Sales and M&A Specialists
Seller Landmines
Business Sales and M&A Specialists
2020 Capital Gains Tax Rates
Business Sales and M&A Specialists
Charitable Remainder Trust
Business Sales and M&A Specialists
Sale of Business without planning
Business Sales and M&A Specialists
Comparison of using a trust
Business Sales and M&A Specialists
Charitable Trust Features and Benefits
Business Sales and M&A Specialists
Other Tax tools
Business Sales and M&A Specialists
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?

Business Sales and M&A Specialists
What is the role of an Escrow Agent in a Business transaction?
Business Sales and M&A Specialists
What documentation is necessary?
Business Sales and M&A Specialists
How long does the process take from open to close?
Business Sales and M&A Specialists
What is a UCC Lien and Judgement Search?
Business Sales and M&A Specialists
What if I have a lien against my business, can we still close escrow?
Business Sales and M&A Specialists
Does having a PPP Loan or and EDIL loan effect the closing of my business?
Business Sales and M&A Specialists
Is there anything recorded for a business purchase like a deed when I buy a house?
Business Sales and M&A Specialists
Who must be present at closing?
Business Sales and M&A Specialists
What happens at closing?

Business Sales and M&A Specialists
After closing how to receive their proceeds?
Business Sales and M&A Specialists
Common Problems you encounter in Escrow?
Business Sales and M&A Specialists
How long does a closing take?
Business Sales and M&A Specialists
Funny story from a closing
Business Sales and M&A Specialists
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.

Business Sales and M&A Specialists
Why did you become a business Broker?
Business Sales and M&A Specialists
What makes a business saleable?
Business Sales and M&A Specialists
What makes a business unSaleable?
Business Sales and M&A Specialists
What must a business owner have in order to sell & why?
Business Sales and M&A Specialists
What should business owners do to increase likelihood of Selling their business?
Business Sales and M&A Specialists
Why did you decide to be a Generalist instead of specializing in one industry?
Business Sales and M&A Specialists
How do you find the right buyers?
Business Sales and M&A Specialists
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.

Business Sales and M&A Specialists
What is wealth management?
Business Sales and M&A Specialists
What is the wealth management hierarchy? Why is it important to know?
Business Sales and M&A Specialists
What is a family office…who might we know?
Business Sales and M&A Specialists
What is a virtual family office?
Business Sales and M&A Specialists
Who needs/ should have a virtual family office?
Business Sales and M&A Specialists
What questions should help determine whether I need a virtual family office or not?
Business Sales and M&A Specialists
How do I get a family office? How do I set it up?
Business Sales and M&A Specialists
What can a Virtual Family Office accomplish?
Business Sales and M&A Specialists
Why should you have a Virtual Family Office?
Business Sales and M&A Specialists
What is stress testing?
Business Sales and M&A Specialists
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.

Business Sales and M&A Specialists
Create Your Network
Business Sales and M&A Specialists
90 Days and Five Steps
Business Sales and M&A Specialists
What Do You Say?
Business Sales and M&A Specialists
Elevate your Circle
Business Sales and M&A Specialists
Create your Own Network
Business Sales and M&A Specialists
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.

Business Sales and M&A Specialists
On The Money
Business Sales and M&A Specialists
Don’t be Intimidated by What You Don’t Know
Business Sales and M&A Specialists
Numbers Tell a Story About your Business
Business Sales and M&A Specialists
The Tree Main Financial Statements
Business Sales and M&A Specialists
Income Statement
Business Sales and M&A Specialists
Balance Sheet
Business Sales and M&A Specialists
Cash Flow Statement
Business Sales and M&A Specialists
Why All Three Statement are Important
Business Sales and M&A Specialists
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

Business Sales and M&A Specialists
Framework Legal
Business Sales and M&A Specialists
Dispute Resolution in Contracts
Business Sales and M&A Specialists
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