Knowledgebase

Expert perspectives on valuation, growth, and the factors that shape a company’s real market value.
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Explaining Multiples to Clients

When explaining a multiple to a client, it’s important to emphasize that the number is not arbitrary: it reflects what real buyers have paid for comparable businesses, adjusted for how risky and transferable their specific business looks.

Brokers
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Explaining Add-Backs to Clients

Add-backs, also referred to as earnings adjustments or normalizations, are changes made to a business's reported financials so its earnings reflect normal, ongoing operations under a typical owner.

Brokers
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How to Prepare Clients for the Valuation Process

Preparing a client for a business valuation means getting their financials, records, and expectations in order before the analysis begins. A valuation is only as strong as the information behind it, and a well-prepared client shortens the timeline and produces a more defensible conclusion.

Brokers
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How Customer Tenure and Retention Affect Valuations of Pool Service Businesses

Customer tenure and retention are two of the most important, and most overlooked, drivers of what your business is worth.

Owners
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Five Factors That Drive Your Pool Service Business Valuation

Here are five key factors that shape a pool service business’s valuation — and what you can start doing about each one this week.

Owners
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The External Team That Shapes Your Business Valuation and Exit

For many business owners, the business represents decades of work, relationships, sacrifice, and financial investment. A successful business transition is rarely handled alone.

Owners
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Two Ways Buyers Value a Pool Service Business and Why It Matters for You

Most owners don't learn which lens buyers apply to their business until they're at the negotiating table. You can get a read on it well before that. Here's how it works.

Owners
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How an SBA Valuation Differs from Other Types of Business Valuations

A business valuation estimates what a business is worth, and an SBA valuation is a form of valuation prepared to meet specific requirements set by the U.S. Small Business Administration in SOP 50 10.

Owners
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SBA Doubles Its Combined Loan Limit to $10 Million — What It Means for Your Business

A rule change effective July 4 gives capital-intensive small businesses significantly more room to finance growth. If you’re looking to buy or sell, here’s what you need to know.

Owners
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