July 16, 2025
Culture is a Moving Target
Business buyers want to know about a company’s culture and it’s not easy to figure out from the outside. And different companies have different culture…
July 9, 2025
Don’t Fall in Love
We had a short training session for the team. We covered dealing with clients, generating business, market conditions (the Business Journal recently had an article…
June 11, 2025
We All Have Hits and Misses
With Warren Buffett announcing his retirement as CEO of Berkshire Hathaway there have been numerous articles on his fantastic run of success. One that caught…
June 4, 2025
Above All – It’s the Fit
I’m a regular reader of the Wall Street Journal and one thing in common with WSJ articles and lower middle market buy-sell is the “fit.”…
May 14, 2025
Know Your Competitive Advantage
There was a WSJ headline recently about how P&G has surpassed Unilever, and it stated they did it by building on their strengths, i.e. their…
April 25, 2025
Tariffs and M&A
There’s a lot of overreaction without thought. Assuming the tariffs stay at proclaimed levels (and there’s no guarantee they stay, go away, up, or down)…
April 9, 2025
The Need for Adult Supervision Never Ends
Preface – while in Antigua on our service project a local Rotarian recommended some restaurants to us (her firm grows hydroponic greens, so she knows…
March 19, 2025
Boring Businesses: The New Frontier
This post is from Jessica As The Wall Street Journal reported on January 27, 2025, forget flashy tech gadgets and futuristic innovations—venture capitalists are now…
March 12, 2025
Are Your Earnings Quality?
What’s become popular in the buy-sell/M&A world is a Quality of Earnings (QofE) report. It’s a deep dive into the financial statements to see if…
March 5, 2025
Non-Disclosure Means…
It means you keep your mouth shut, which is what someone didn’t do. Luckily they blurted it out to somebody who knows to keep quiet.…
