Simplify Your Story

Recent emails focused on steps to prepare a company for sale including accounting preparation and the value of preparing budgets and projections. In this email, we will consider the benefits of “simplifying the story.” Simplifying the story means reducing the number...

Budgets and Projections in a Sale Process

Let’s face it. Preparing a monthly budget and a multi-year projection is hard. It can take several years to determine the best way to prepare them. If the business owner has not historically prepared a budget or a multi-year projection, learning to do this several...