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Client Portal

What You Need to Know About Partnership Agreements

There have been countless instances when someone has gone into business with a relative or close friend and made the mistake of skipping a formal agreement. No matter how good a friend may be, you...

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September 6, 2022

Preparing for Your Eventual Retirement

Many business owners are truly committed to their businesses. As a result, it is very difficult for them to step away even when they approach retirement age. It is not uncommon for business owners to...

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August 24, 2022

A Look at the Market Pulse Report

The Market Pulse Report Survey is a resource that has a variety of information that business brokers and M&A advisors regularly utilize to better understand the business landscape. The most...

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August 15, 2022

3 Ways to Make Your Business Appealing to Buyers

If you are like most business owners, you have never sold a business before and might not have a clear idea of what the process is like. We recommend preparing your business in a way that makes the...

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August 8, 2022

Three Reasons Why You Might Want to Own a Business

Have you been thinking that business ownership is for you Many people are committed to the idea of owning a business and work hard to pursue this goal. Of course, the path towards buying a business...

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July 23, 2022

4 Takeaways from the Latest BizBuySell Quarterly Report

BizBuySell is an online resource that focuses on offering unique content that specifically addresses the needs of buyers and sellers. To make this happen, BizBuySell has teamed with a range of...

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July 17, 2022

IBBA Awards Chairman circle

The IBBA Bestows Chairman’s Circle Award to Amy Cole, Bay Area M&A Broker Specialist...

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July 5, 2022

The True Meaning of a Fairness Opinion

Many people assume they know what “fairness opinion” means because they are familiar with the term “fair market value.” Fair market value refers to a price that is reasonable for both a buyer...

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July 2, 2022

Telling the Story of Your Business

Often selling a business comes down to storytelling. The buyer and seller are the main characters of the story that is being told. The seller is the one relaying the story, and the ideal buyer is the...

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June 17, 2022

Is it Possible to Buy a Business Without Collateral?

When it comes to getting a loan, you can be certain that a bank will want collateral. This is true for both personal and business loans. Simply stated, if you have collateral, your bank won’t be...

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June 10, 2022

How Sellers Can Boost Their Levels of Success

Many buyers view a publicly-held company as virtually being an open book with at least a modest level of transparency, whereas privately-held companies reveal much less about their inner workings,...

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May 29, 2022

Not All Buyers Are Created Equal: The Mindset of the Serious Buyer

Just as every person is different, the same invariably holds true for buyers. No two buyers are the same. Further, no two buyers have the same mindset, emotional makeup, or approach to business. The...

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May 23, 2022

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