Podcast & blog

For private company owners, managers, and investors.

Episodes and articles on valuation, capital, strategy, and the risks that quietly suppress what a private company is worth.

Listen to the podcast →
131 posts
Spend Time at Work? Or With Family?

Oct 20, 2019

Spend Time at Work? Or With Family?

I was talking recently with a group of friends about the struggles of maintaining a work/life balance. These are all hard-working married guys in…

You-Proofing Your Business

Oct 6, 2019

You-Proofing Your Business

Making your business less dependent on you has a number of benefits: you can scale your company more quickly if you’re not acting as…

4 Ways To Protect Your Turf

Sep 21, 2019

4 Ways To Protect Your Turf

Warren Buffett famously invests in businesses that have what he calls a protective “moat” around them – one that inoculates them from competition and…

The Downside of Selling Someone Else’s Product (and a Nike story)

Sep 5, 2019

The Downside of Selling Someone Else’s Product (and a Nike story)

Are you tempted to re-sell someone else’s product to boost your top-line revenue? On the surface, becoming a distributor for a popular product can…

A Company That Didn’t Sell: Business Valuation and Customer Concentration

Aug 20, 2019

A Company That Didn’t Sell: Business Valuation and Customer Concentration

Some of the best lessons in the drivers behind business valuation come from the deals that didn’t get done. A few years ago, we…

Webinar: Action Steps to Increase Your Valuation

Aug 20, 2019

Webinar: Action Steps to Increase Your Valuation

Join David as he presents this compelling and immediately actionable content in partnership with the Scale Smarter Partners' Surge and Grow program. You have…

Why Core Values Matter

Jul 25, 2019

Why Core Values Matter

Like trying to steer a ship without a rudder, leading a company without a clearly articulated vision will eventually lead to aimless wanderings or…

3 Ways To Make Your Company More Valuable Than Your Industry Peers

Jul 22, 2019

3 Ways To Make Your Company More Valuable Than Your Industry Peers

Have you ever wondered what determines the value of your business? Perhaps you’ve heard an industry rule of thumb and assumed that your company…

5 Reasons Why Your Business Is Too Dependent On You

Jul 12, 2019

5 Reasons Why Your Business Is Too Dependent On You

If you were to draw a picture that visually represents your role in your business, what would it look like? Are you at the…

5 Reasons Why Now Might Be The Right Time To Sell

Jul 9, 2019

5 Reasons Why Now Might Be The Right Time To Sell

Are you trying to time the sale of your business so that you exit when both your business and the economy are peaking? While…

Your EBITDA Multiple is Misleading You

May 8, 2019

Your EBITDA Multiple is Misleading You

Earnings before interest, taxes, depreciation, and amortization (EBITDA) is often touted as the gold standard in business valuation. And a large number of banks…

Testimonial: ACGI Software – A Mission to Rally Behind

Mar 4, 2019

Testimonial: ACGI Software – A Mission to Rally Behind

We recently finished a Value Opportunity Diagnostic Assessment that included preliminary strategic planning elements with ACGI, an impressive association management and credentialing software company…