Month: February 2025
-
The Quarterly View
Taking the quarterly view It’s not too late to review 2024 annual financial statements. In fact, most public companies are still reporting Q4 and full year results. Like other business owners, I have a strong preference for monthly financial statements; but, with yearend in full swing, it felt like a good time to pitch the quarterly…
-
Exit Planning Tips and Tricks
It’s a seller’s market The typical business sale goes something like this: Not all deals go that way, but the “quick exit” ones typically do. The average sale process can take 6-12 months, but the exit planning process in front of that can take 2-3 years. Earlier this week, my partner and I attended a…
-
The Action Priority Matrix
The basic steps for getting things done could be summed up as: I’m always looking for new ways to compartmentalize work and life. Lately, I’ve been using a simple framework referred to as the “Action Priority Matrix.” It’s a close cousin to the Eisenhower Decision Matrix which blends urgent and important tasks into categories of: do, schedule,…