6 CPA Hot Takes From a Seller's Coaching Call You Need Now!
Sell on a high note.
Sales price doesn't matter.
Digital junk drawer?
Getting naked.
1 No-Money-Down Strategy for Buying a Business
What business skills do you have?
Profit creates taxes.
Operating agreement is key.
75% is greater than 100%?
Part III: Transitioning a Business
Transitioning from seller to YOU!
Product and Finances.
Don't be an ostrich!
Before, At, & After closing
5 Steps to the 12 Week Year- Plus Week 13!
Daydreaming is good for you!
1 or 2, but not more than 3 core goals.
Week 13 of the 12 Year Week.
Rate yourself based on the 5 success disciplines.
Take Control! Your 12 Week Year
Effective execution
The Knowing-Doing Gap
You're golden, spelled g-o-a-l-d-o-n-e
Planning with implementation in mind
A CPA’s 5 Best Steps to Launch Your Business to the Next Level!
The one best answer to every business problem.
A partner can make things more fun.
A business is an asset, to be improved upon and sold.
It's all about the capital events!
SBA Loans-Collateral, Covenants and Pre-Approvals
SBA Loan Basics Part II
SBA supports growth through acquisition!
NAICS Codes.
Having multiple SBA loans.
Family ownership.
Business/Real Estate combos.
SBA Loan Basics with Shannon Hay
Meet Shannon Hay of UMSB.
SBA 7(a) program basics.
Prepayment, working capital, project costs.
Special option for internal (employee) buyout.
Sellers as business partners.
Buyers with home equity.
Finding Businesses for Sale
Is there a list?
Investment Thesis.
Sector agnostic.
On-market vs off-market.
Swipe right, swipe left.
Part II-Transition Planning
Finding Your T-Spot!
3 questions to ask yourself.
Free T-Spot checklists.
5 Core areas of transition planning.
The Point of No Return
Purchase Agreement Q&A session.
With Margaret Salinas of Chuhak & Tecson law firm.
Who writes it?
When to start?
All the parts.
Our Kids Know Their Shit!
You think you're the buyer, but...
Proving it.
SBA requirement.
Transitioning a Business (The Pizza Pub Takeover)
Skipping school to buy a bar.
No staff, no inventory system, daily grocery trips.
Calling all beer distributors.
Three questions to ask for transition brainstorming.
Writing Your First Letter of Intent
Elements of the Letter of Intent
Price needs to be stated.
Binding?
Exclusivity?
Strategy of Standing Out-Women Owned Business Designation
Buy a "boy business".
Qualify as a Women Owned Business.
Partner with a Silver Tsunami.
Sc-Sc-Scariest Thing in the World for New Buyers
Elements of the Letter of Intent
Price needs to be stated.
Binding?
Exclusivity?
SmallDeals = HugeGains
Ignore the big boy mantras.
Buying a job is a great step to success.
You're not married to the business.
Connections-->
Overnight success takes time and effort.
Start collecting snowflakes. (Not that kind!)
Momentum builds from activity, not stagnation.