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Client Portal

How to Ensure a Smooth Business Sale and Transition into Retirement

For many business owners, the idea of retiring can feel far off. However, at some point, the time will come to step away from your business. Planning for this transition is crucial. By preparing...

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November 8, 2025

Unlocking SBA Loans for Small Business Buyers

Securing funding to start or grow a small business can be daunting, especially for first-time entrepreneurs. Fortunately, the Small Business Administration (SBA) offers valuable support through its...

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October 25, 2025

The Critical Role of Employee Engagement in Business Success

  In the world of buying and selling businesses, one factor that is often overlooked but is crucial for long-term success is employee engagement. But when you think about it, your employees are the...

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October 18, 2025

5 Misconceptions About Business Transactions and How to Avoid Them

When it comes to mergers and acquisitions (M&A), myths and misconceptions can be costly, especially since significant amounts of money are involved during these transactions. Many business...

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October 10, 2025

What It Really Means to Be Your Own Boss

  The idea of owning a business often sounds somewhat glamorous. People sometimes equate it with freedom, flexibility, and financial gain. But behind that polished image is a reality that many...

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October 4, 2025

Navigating the Sale or Succession of a Family Business

When it comes to passing on or selling a family business, the process can be emotionally and financially complex. But whether you’re planning to keep the business in the family or hand it off to an...

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September 20, 2025

Creative Strategies for Closing the Price Gap in Business Transactions

When buying or selling a business, the question of price is often the most contentious point. Sellers typically aim for all-cash transactions, hoping to receive the full value upfront. However, in...

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September 6, 2025

The Essential Guide to Creating a Partnership Agreement

When starting a business with a partner, whether it’s a friend, family member, or colleague, people often find that it’s tempting to skip formalizing things with a written agreement because there...

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August 30, 2025

Prestigious CEPA Credential Earned by ABI Group Advisor

Amy Cole receives CEPA Credential and Joins International Community of Business Advisors apart of the Exit Planning Institute Check more on their blog...

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August 28, 2025

Key Considerations for a Successful M&A Transaction

When it comes to mergers and acquisitions (M&A), there are several common misconceptions that can impact the success of a deal. These misunderstandings often stem from oversimplified assumptions...

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August 23, 2025

How to Spot a Buyer Who Isn’t Ready

Selling a business is rarely a simple transaction. It is a long, often emotional process that includes uncertainty, negotiation, and periods of stress or silence. Even the most successful deals can...

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August 9, 2025

Get Ready to Sell: How to Showcase the Strength of Your Business

If you’re planning to sell your business, now’s the time to think like a buyer. What would impress you if you were on the other side of the table That mindset is key. Buyers are looking for...

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August 6, 2025

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