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The concept of present value dates back to the 1700s and is still the foundation of modern business valuation today.

Our clients are small- to mid-sized
privately held business owners across America
operating in every industry including healthcare,
real estate, tech, construction, distribution and SaaS.

We support companies at every life stage
from start-up through the sale and market exit.

We look forward to joining your team and
becoming a small part of your financial success.
Your business is our business.

★ ★ ★ ★ ★

Meet
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Learn with our Mastermind Modules

These one-on-one modules cover a variety of business topics and allow you to work with the business consultant on issues that affect you and your business directly

Most business owners don't discover the risks affecting their company's value until it's too late. Owners tend to only focus on revenue, profit, and growth while experienced buyers and investors look closely at the operational risks that can impact future cash flows, such as:

→ Customer concentration
→ Owner dependency
→ Operational inefficiencies
→ Weak internal controls
→ Limited management depth
→ Supplier and supply chain risk

These factors often appear long before they show up in the financial statements, but they can significantly affect how a business is valued.

If you're interested, explore this MasterMIND module, Risky Business, where we identify the risks specific to your company and discuss how to reduce them.

RISKY BUSINESS
Understanding the Risks
that are Affecting the
Value of Your Business

$120 / 60 Minutes

MasterMIND
Module

Read the Latest Articles from our Business Blog

Highlight of the Month

♫ ...beat it ♫ ♪ ...beat it ♫ ♪ ♪ ♫ ♪ ♪
You might know who won the tax case...but who was really really right?
Whose crystal ball was correct? Hint: you will have to ask Forbes.

→ 17 years after his death

→ 5 years since the tax case settled.

It's time for an update.
♫ ♫ ♪ ..beat it ... beat it... ♪ ♫ ♪ ♫ ♫ ♪ ♫♫...♪ ♫♫

♫ ...beat it ♫ ♪ ♪ ♫ ♪ ♪
♫ ...beat it ♫ ♪ ♪ beat it. beat it. ♫ ♪ ♪

Battle of the Experts: the Estate of Michael Jackson

When two experts are light years apart on the value of just his image. So how much was it worth?

Jacksons' experts said it was worth $2,100. (no, not a typo... two thousand dollars)

The IRS came back and said $435 million (also... not a typo).
..beat it ♪ ♫ ♪ ♫ ♫ ♪
How did the 8-year battle turn out? Who won?
(oh... and he died in 2009. This case JUST settled in 2021. That's one heck of a fight.)

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