Most business owners wait too long to plan their exit. But the real value? It’s created well before you sign the Letter of Intent. Learn how to prepare for a sale that protects your wealth, reduces taxes, and sets you up for what comes next.
Raising capital isn’t just about pitching big ideas — it’s about showing real traction. Investors want proof you’re on the right path. This post breaks down the 5 metrics early-stage SaaS startups must hit to get investor-ready, from revenue growth to churn rates. Is your data telling the right story?
Worried about where the U.S. economy is heading? From rising interest rates to global trade tensions, here are the top 10 risks investors need to keep an eye on—and what it could mean for your financial plan.
Too many founders chase growth without a roadmap. They burn cash, dilute equity, and create chaos trying to build something big without asking if the foundation is strong enough to hold it. In this post, I walk through five essential pieces every growth strategy needs: from protecting your margins to raising capital without giving away the business. Because real growth isn’t about more—it’s about sustainable more.
In today’s business landscape, the only constant is change. Whether you’re a business owner, investor, or someone planning for the next big financial move, staying ahead of industry trends can mean the difference between thriving and merely surviving.
QSBS allows eligible shareholders in qualifying startups to exclude up to $10 million in capital gains—or 10 times their original investment, whichever is greater—from federal taxes. That’s real money. For some founders, it could mean saving tens of millions when they exit.