Consulting Experts Helping With Your Organization’s Sale or Funding

How do we obtain external financing for growth?
How do we take the next step in securing our company's legacy?
Are there predatory lenders, savvy buyers, and business brokers that we should avoid?
What are some potential sources of funding?
What is an SBA-backed loan, and how does it work?
Should I bring in a partner, and how?
Who is the right buyer, and how do I find them?
What are the buyer types, and what are they looking for?
Should we acquire or merge instead of sell?

Should we hire a business broker?
What information should we share with associates?
Am I selling assets or shares?
How do we have these conversations with a spouse and family?
What is the best financial deal structure?
Do I need a lawyer, accountant, or tax advisor?
Who is going to operate the business while I do this?

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Small Family Business Sales: Navigating the Exit Process

By Claude B. Kershner IV | February 4, 2023

Small family businesses play an important role in the economy, providing jobs and services to communities, and serving as engines of growth. However, as the owners age and consider retirement, they may face the decision of selling the business to a prospective buyer. This can be an emotional and complex process, as it involves not only the transfer of the business itself but also the financial and personal well-being of the owners and their families. Here are some of the top concerns that small business owners should consider when selling ...

Funding Your Venture: The Importance of Accounting, Mentorship, and Entrepreneurship Education

By Claude Kershner IV | March 11, 2023

As someone who starts and runs businesses, I know firsthand the challenges of navigating the venture funding world. I made mistakes and even was taken advantage of by unethical CFOs, controllers, and prospective buyers. As a result, I'm passionate about sharing my knowledge and experience with aspiring entrepreneurs. Whether you're a seasoned business owner or a budding entrepreneur, understanding the ins and outs of venture funding can make all the difference in the success of your career and business. The promise of securing funding from investors or commercial lenders can ...