In the News
Subscription “Stacks” That Drain Your Financial Picture (Your Numbers are Talking)
I come in to look at the books.
That's usually how it starts. A business owner wants a cleanup, a fresh set of eyes on their finances, or a clearer picture of where they stand.
But almost every time, I end up looking at their tech stack too, because the tools are always part of the story
The Deal That Almost Fell Apart in the Final Week (Your Numbers are Talking)
A client called me on a Tuesday. He was in the middle of acquiring a smaller competitor he’d been eyeing for years. The deal was weeks from closing.
Then the lender flagged a cluster of transactions in the target company’s books that didn’t add up. It wasn’t a huge red flag, but ultimately amounted to some sloppy bookkeeping. Some accounts hadn’t been reconciled in months!
Exit Plans Aren’t Just for Retirees (Your Numbers are Talking)
Most business owners don’t think about selling their company until they’re ready to stop working.
And by then, they’ve often already left money on the table.
Here’s the thing: an exit plan isn’t a retirement document. It’s a business strategy. And the owners who treat it that way long before they’re ready to go are the ones who walk away on their own terms.