Budgeting isn’t the most exhilarating aspect of running a business, but it’s essential to keeping your finances in check and your company on track. Whether your budget is already set or you’re entering the new year with some planning left to do, here’s a quick guide to setting and maintaining a successful company budget. First, you need to be clear…

Ready to sell your business? You already know how important big-picture financials, like the valuation and market conditions, are to the final sale price. But what about the more nuanced details? Here is a quick list of lesser known but highly important factors that can impact the success of your personal exit strategy. You know your business inside and out,…

When you’re exiting your business, the change of leadership can create operational turbulence even if the company is thriving. It doesn’t matter if you’re transitioning to a new CEO or new ownership altogether; your team needs time to adjust. How do you ease the uncertainty and preempt potential discord? It’s all in preparation. Here are a few ways to help…

We’re excited to announce that our CEO, Andrea Steinbrenner, has been invited to join the Leadership Council for the National Small Business Association (NSBA). As one of only 5 advocates in California to be voted in by current members of the NSBA Leadership Council, we are so honored to have Andrea recognized and to be able to contribute to the…

Undeniably, exiting a family business can be one of the most difficult transitions to deal with. Family politics, emotions and personalities all intertwine with business logistics. After finalizing the transaction for a non-family business, the buyer and seller often never talk to each other again. Not so in family businesses. Under these circumstances, most business owners envision their business…
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Is your business growing at a rapid pace? That growth is a testament to your leadership, relationships, work ethic, and fearlessness. At this juncture, it might be hard to imagine eventually exiting your business since it may feel like you are getting started, or just starting to find scale and efficiency. However, exit planning is essential during all lifecycles of…

Entrepreneurship sparks introspective questions daily. One that may change your perspective of your business is whether your company is owner-operated or professionally led. In other words, are you running the company with your bare hands daily, or is the company running on the experience and skills of others while you lead the overall trajectory? Here’s the upside, and how to…