A Business Isn’t a Garage Sale. Avoid Legal, Tax, and Valuation Problems

By josh | September 5, 2018

Owners put the darndest things in a business. I see a lot of stuff that shouldn’t be there like… Stocks and investments Real estate Land Extra Cash The reasons I’ve heard are too funny not to mention. None of them are good. “I don’t want my spouse to know or they’ll spend it.” (Yikes. Trust … Read more


Busy Means Nothing. What are You Busy Doing?

By josh | July 27, 2018

I do my best not to “hate” anything. It burns you up inside and takes away from the good you can offer the world. I’m making an exception for this. I absolutely detest the word BUSY, and I’m making it my mission to kill it. Every time I ask someone how they are, and they … Read more


A Tale of Two Vegases. Which Las Vegas are You?

By josh | July 6, 2018

I recently visited Las Vegas for the first time. I guess a numbers guy like me doesn’t see gambling as the best way to spend my time and money. All kidding aside, I really enjoyed the trip but not for the reasons most people talk about Vegas. I was fascinated by the extreme contrast in … Read more

too much

This Is How to Not Pay Too Much for That Business

By josh | June 15, 2018

Are you thinking about buying a business? Are you a “do-it-yourselfer”–someone unlikely to hire someone like me to decide whether the price is right? I can’t stop you even though I’d like to scream, “No! Wait! Do you know you could pay too much without a valuation analyst? Too much as in $10,000, $50,000, $100,000, … Read more

Is Lowering Your Taxes A Strategy or The Strategy?

By josh | June 11, 2018

Pretend you don’t own your company for five minutes. Pretend you are an investor in your industry and you’re looking for great companies to buy. You know what investors like to see, right? Profitability, cash flows, and growth for starters, right? Does your tax return show these things? Or is it a mishmash of negative … Read more


You’re Not Full-Service and it Doesn’t Matter. This is How You Position Instead.

By josh | February 6, 2018

Ugh, there it is again.  That phrase.  I was hoping it would die several years ago.  Then it makes a comeback – in ads, internet postings, and other mediums.  What is full-service? Full-service, as defined by Merriam-Webster and Cambridge Dictionary is “providing comprehensive service of a particular kind.” and “used to describe a business that … Read more


Do You Need a Business Valuation? Here’s a Framework to Help You.

By josh | December 4, 2017

Would you prefer to watch the video instead of reading?  The video is right here and here: I’ve spent a lot of time thinking about this and how I can help you answer this question.  Do you need a business valuation or do you need your business valued?  The key “big picture” question you should … Read more


If This CPA Can Do Video, You Can Too. Here’s How and Why.

By josh | November 2, 2017

Today, I show you how to get past your fear of making videos for your clients and referral sources.  I also give you the exact tools I use to make my videos here. Let me know if you need help with video.  Watch the video (about video) here. See you again soon, Josh Sign up … Read more

big time

Not Knowing This Will Cost You Big Time

By josh | July 5, 2017

Recently, I’ve run into some situations where someone was trying to value a business by cobbling the assets together as the only method.  This is Part 1 of a series addressing goodwill in a business.   Picture a business as a plain old plastic bucket.  And into that bucket, we’re going to pour things like … Read more


Why Your Business Won’t Sell and How to Fix It

By josh | June 21, 2017

If you’re trying to sell your business, I’m going to give you the absolute best advice I can right here.  I’ve been engaged to help a potential buyer several times—only to have the deal fall apart before it got started.  This is written from the perspective of buyers on what caused problems in order of … Read more