For most small to mid-sized business (SMB) owners, their company is their most valuable asset. This dollar figure can have a big impact on them personally and professionally, both now and into the future, yet many business owners don’t really know what their company is worth.
Helping Small Business Owners Understand What Their Company is Worth
Posted
August
02,
2019 by
Vertical IQ
The Most Valuable Advice Financial Pros Can Offer to Business Owners
Posted
February
21,
2019 by
Nicolle Bouffard
If you are an accountant or financial advisor, it’s a busy time of year for you as clients work on filing their tax returns. While this makes for good accounts receivable for the next few months, what are you doing to provide year-round value to your clients? For accountants and CPAs, as well as bankers and financial planners, one area...
How Bankers Can Help Business Owners Plan Exit Strategies
Posted
October
04,
2018 by
Bobby Martin
Two members of the Vertical IQ team and I attended the 2018 Exit Planning Summit in Nashville last week because many exit planning experts need and appreciate industry research. Having been a business banker for many years, and then personally being involved with founding and selling several successful businesses, I’ve had first-hand...