Businesses set goals. These can be budgetary, operational, recruiting, sales or profit oriented. Individuals make resolutions. The post Goals and Resolutions appeared first on Awake at 2 o’clock?.

Financial planners use the term “holistic planning” frequently. It’s meant to indicate that they consider the client’s short- and long-term life goals and the future they visualize. According to Fidelity Read more about What is “Holistic” Planning?[…]

Occasionally, we run into what I call “Battling Assets.” That is when an owner is drawing a comfortable income from the business, but it is arranged in a way that Read more about Battling Assets[…]

The third component of life after the sale is Purpose – “Having as one’s intention or objective.” Many exit planning advisors discuss the three legs of the exit planning stool Read more about Purpose – Life After the Sale Part 3[…]

Are you avoiding technology costs? A few months ago, a subscriber to our planning tools called with a tech support question. “Your software doesn’t work,” he said. The post Technology Read more about Technology Costs and Quality of Earnings[…]

“What is an Exit Plan” is an article I wrote ten years ago. It was just brought to my attention and I realized I never posted it to Awake for Read more about What is an Exit Plan?[…]

Cash flow normalization is done with the intention of identifying Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) or Seller’s Discretionary Earnings (SDE). These differing measures are not interchangeable, but Read more about Cash Flow Normalization[…]

We began this series by saying that Private Equity reputation is as the Great Satan to some, and a savior to others, depending on the personal experience of the speakers. Read more about Private Equity Reputation[…]

Private equity leverage can dramatically increase ROI, but it can also be a trap. In our previous article, we discussed the general structure of Private Equity, how it works, and Read more about Private Equity Leverage[…]

Depending on who you are talking to, Private Equity is either the Great Satan or the savior of small and mid-market companies in the United States. The stories depend a Read more about Private Equity and Privately Held Businesses[…]