The Trap of Getting Used to Messy Books

The Trap of Getting Used to Messy Books

The Financial Fog I’ve reviewed 150+ businesses to take to market, from $1MM accounting firms to $20MM engineering companies. Here’s what I can say with confidence: Many of them have confusing books. Not because the owners aren’t capable or because the business isn’t...
The Silent Weight of Ownership

The Silent Weight of Ownership

Inside the Isolation I still remember Friday nights at my restaurant… The place was packed. 300+ covers, music thumping, servers moving like a choreographed machine. From the outside, it looked like success. But I wasn’t out front shaking hands or sipping a whiskey to...
Lawyers in Your Deal: Friend or Foe?

Lawyers in Your Deal: Friend or Foe?

Your Lawyer: A Hidden Risk or Critical Asset I’ve seen many deals die from lawyer drama or their lack of M&A experience. Many sellers obsess over price, terms, and transition. The one thing that often gets overlooked is the lawyer(s) they’ll hire to help get their...