Skip to content
Advisory Services
M&A Services
Insights
Events
Meet Us
Contact Us
Search
Advisory Services
Benchmarking Diagnostic
Total Business Reset
New Business Audit
Staffing and Roles
M&A Services
Valuation
Prepare For Sale
M&A Sell-Side Search
M&A Buy-Side Search
M&A Advisor
Insights
Books
Articles
Podcasts
Events
Meet Us
Who We Are
Who You Are
Contact
←
Back to Insights
Articles
Filter by Topic
Managing People
Managing Clients
Marketing Yourself
Growing Your Business
Succession and M&A
Developing Processes
November 5, 2023
Maximizing Your Sellability
If you’re interested in one day selling the firm you’ve created and built, how do you know when you’ve maximized your potential EBITDA multiple and likelihood of success finding a buyer? If […]
Read More
: Maximizing Your Sellability
Succession and M&A
September 10, 2023
See Yourself Anywhere In These?
This article is a grab bag of the things I’ve noticed in working with 1,000+ firms through the Total Business Reset process. Maybe you’ll see yourself in some of them: […]
Read More
: See Yourself Anywhere In These?
Benchmarking
,
Clients
,
Developing Processes
,
Finance
,
Growing Your Business
,
Growth
,
Management
,
Managing Clients
,
Managing People
,
Marketing
,
Marketing Yourself
,
Processes
,
Roles
,
Succession
,
Succession and M&A
June 12, 2023
Should You Be Present, Prominent, or Dominant?
I decided to write this article four years ago and I have made zero progress on it until today. But its continued presence in my “ready to write” folder is […]
Read More
: Should You Be Present, Prominent, or Dominant?
Clients
,
Expertise
,
Growing Your Business
,
Growth
,
Management
,
Managing Clients
,
Managing People
,
Succession
,
Succession and M&A
April 17, 2023
Four Penultimate Signals To Watch For
To be frank, part of the reason I’m writing this article is because I just love that “penultimate” word. It means “second to last”, which means that there’s just one […]
Read More
: Four Penultimate Signals To Watch For
Management
,
Managing People
,
Succession
,
Succession and M&A
March 18, 2023
What Buyers Are Looking For
M/A activity seems to be picking up a bit, and so this is a good time to review what most buyers are looking for. I say “most” because there’s always […]
Read More
: What Buyers Are Looking For
Clients
,
Developing Processes
,
Finance
,
Managing Clients
,
Marketing
,
Marketing Yourself
,
Succession
,
Succession and M&A
February 12, 2023
Are You a Personality-Led Firm Or An Institution?
Some firms are personality driven and some are institutional. Normally I’d prefer to wait until I have a fully-formed POV on something before writing about it, but the clarity has […]
Read More
: Are You a Personality-Led Firm Or An Institution?
Management
,
Managing People
,
Succession
,
Succession and M&A
February 1, 2023
How Do You Know When It's Time to Sell?
If you’re interested in one day selling the firm you’ve created and built, how do you know when you’ve maximized your potential EBITDA multiple and likelihood of success finding a […]
Read More
: How Do You Know When It’s Time to Sell?
Succession
,
Succession and M&A
October 2, 2022
How To Attack A Valuation That You Think Is Too Low
We have done hundreds of valuations, and the reasons for getting one are all over the place: Estate planning and/or insurance facilitation. Splitting a partnership. Acquisition or sale with outside […]
Read More
: How To Attack A Valuation That You Think Is Too Low
Developing Processes
,
Finance
,
Succession
,
Succession and M&A
August 17, 2022
Why Most Firms In This Space Are "Owner-Operators" And What That Means
Why are there virtually no outside investors in this space? You know, people who want to invest in a firm without actually running it? And what are the implications of […]
Read More
: Why Most Firms In This Space Are “Owner-Operators” And What That Means
Management
,
Managing People
,
Succession
,
Succession and M&A
,
The Work
June 26, 2022
Why You Should Probably Be Putting More Things In Writing
For some people, talking things out is how they clear the fog. They “think out loud”. You may be within earshot, but your perspective isn’t all that necessary. You’re just […]
Read More
: Why You Should Probably Be Putting More Things In Writing
Succession
,
Succession and M&A
June 20, 2022
Why the EBITDA Multiple Is Useful...But Incomplete
One of the questions I get asked a lot—and it’s a question that almost always makes me smile—goes something like this: “Hey, what’s the going EBITDA multiple for a firm […]
Read More
: Why the EBITDA Multiple Is Useful…But Incomplete
Succession
,
Succession and M&A
June 6, 2021
Can You Be An Absentee Owner of a Digital, Marketing, or Creative Firm?
Doing this a number of years gives me a longer arc to see how some things have changed in the industry, and an entirely recent development is this crazy idea […]
Read More
: Can You Be An Absentee Owner of a Digital, Marketing, or Creative Firm?
Management
,
Managing People
,
Succession
,
Succession and M&A
Pages:
1
2
3
Load More
Close
Close