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 28, 2025
Thoughts on Tariffs and Small Business
As I write this on April 21, the stock market indexes are all down about 3%. My skepticism wonders if the market being driven down…
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 16, 2025
Plan for Your Buyer Not Yourself
A business owner wrote me about pages 84-85 in our new book, Exit With Style, Grace, and More Money, saying he loved the message about…
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…
April 2, 2025
There are Lessons Everywhere
One can always learn from experiences and our annual trip to work in the schools in Antigua is a great example. Here are three things…
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…
