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with Martha Sullivan

December 2017

12/28/17

What business owners want from advisers

Year-end is the time of year when people come together and want to get transactions done. Recently, as a CPA and value-growth advisor, I’ve been working with two different individuals looking to buy a business.

Posted at 10:22 AM | Permalink | Comments

12/12/17

Same company, different expectations for transition

One of the wonderful aspects of my job is getting to know different people and how they view the world. Two people can look at the same thing and see something very different.

Posted at 11:53 AM | Permalink | Comments

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