How a Business Owner Can Optimize Their Revenue Performance to Maximize Valuation Potential

Introduction Most business owners have no idea what their business is actually worth—and it’s not their fault. They’ve invested years (sometimes decades) of sweat equity, late nights, risk, and personal sacrifice. But when they finally decide to explore selling, they’re often shocked to learn the real valuation. This disconnect is especially common on Main Street. […]
Why Clean Books Matter When Selling Your Business

Selling a business is about trust and proof. Buyers, lenders, and their advisors look at your financials to decide how much your company is worth. If your books are messy, your exit price suffers. The Problem With Mixing Personal and Business Expenses Many owners run vacations, cars, and family perks through the business. This reduces […]
How to Sell an Insurance Agency: Case Study of a $1.1M Farmers Agency Sale

Selling an insurance agency—especially a captive insurance agency such as Farmers, State Farm, or Allstate—is a unique process. These businesses operate under contractual agreements with the carrier, which affects valuation, buyer qualifications, and deal structure. Because of these added complexities, selling a captive agency requires specialized expertise and a thoughtful approach. My name is Justin […]
What Happens to Contracts When a Business Is Sold?

What Happens to Contracts When a Business is Sold Understanding contract transfer in business sales – a practical guide for Phoenix entrepreneurs. Selling or buying a business is a complex journey, and one of the most commonly overlooked — yet critical — elements of that journey involves contracts. Whether it’s vendor agreements, client service contracts, […]
7 Best Tips to Find a Business Broker in Phoenix, Arizona

Find a Business Broker in Phoenix Your essential guide to choosing the right partner for buying or selling a business Whether you’re planning to sell your business or looking to buy one, the process can feel overwhelming — especially if it’s your first time. You’ll hear about valuations, LOIs, due diligence, negotiations, and a dozen […]
Role of a Letter of Intent (LOI) during the Offer stage of a business sale

Role of Letter of Intent (LOI) When navigating the intricate process of buying or selling a business, the business broker’s main goal will be to generate a quality offer for your business. When a Buyer Prospect makes an offer, this can come in several different forms depending on the sophistication (or lack thereof) of the […]
3 Top Franchise Opportunities in Arizona to Consider in 2025

As we progress through 2025, the franchise landscape continues to evolve, offering a plethora of opportunities for entrepreneurs seeking to invest in proven business models. Franchising presents a unique pathway to business ownership, combining the independence of entrepreneurship with the support of established brands. Why Franchise Opportunities in Arizona Remain a Smart Investment Franchising offers […]
What’s a Business Seller’s Market in Arizona?

Business Seller’s Market in Arizona In the dynamic world of business transactions, market conditions play a pivotal role in determining the success and profitability of a sale. One such favorable condition for sellers is known as a “seller’s market.” Understanding this market dynamic is crucial for business owners contemplating the sale of their enterprises. Defining […]
The Importance of Confidentiality When Selling Business

Confidentiality when Selling Business is one of the most critical factors in ensuring a smooth and successful transaction. If word gets out too soon that your business is for sale, it could lead to employee uncertainty, customer loss, supplier concerns, and even competitive threats. Maintaining confidentiality during the business sale process protects your interests and […]
Buy a Franchise vs. Independent Business: Which Is Right for You?

When considering business ownership, one of the biggest decisions entrepreneurs face is whether to buy a franchise or start an independent business. Both options have their pros and cons, and choosing the right path depends on your goals, risk tolerance, and preferred level of control. This guide will break down the differences between buy a […]