We talk with Chris Helmrath of SC&H Capital about the importance of having a clear strategy for any M&A transaction and finding opportunity in any environment. (Part 2)

We talk with Chris Helmrath of SC&H Capital about the importance of having a clear strategy for any M&A transaction and finding opportunity in any environment.

Mission and Vision statements are mocked as much as anything in the business world - arguably because they are often not done well and are completely disconnected from reality. In this episode that kicks off our series on business strategy, we start at the beginning with mission and vision - how the two are different, why they are matter, and what they have to do with authenticity.

Business strategy, done well, is challenging even in the best of times. The uncertainty of 2020 brings a whole new level of difficulty when everything has changed - or has it? In today's episode, we discuss pragmatic tips for retooling your company's strategy in the current environment.

With special guest Ashley Zumwalt-Forbes, we explore business decision making in the COVID environment - and why so many of us are so tired! Join us to find out what pennies, playgrounds, Taylor Swift, and Pitbull have to do with business decision making during a pandemic.

In the August edition of our monthly Middle Market update, we review strong signs in that the middle market despite ongoing uncertainty, including what we are hearing from private equity, and encouragement for business owners still struggling in the current environment.

How exactly does the process of selling a business work? In part 3 of this series we talk about negotiating price and other common deal terms, as well as overall timeline and how the process has been impacted by COVID.

How exactly does the process of selling a business work? In part 3 of this series we talk about negotiating price and other common deal terms, as well as overall timeline and how the process has been impacted by COVID.

How exactly does the process of selling a business work? In part 2 of this series we'll define some of the jargon, narrowing the buyer universe, and ways to keep your process discrete if you aren't ready for the world to know that you are considering selling your company.

Owners of middle market companies are all eventually faced with how to exit their business - but what do you do if you want (or need) to sell during a global pandemic?

It is "easy" to watch the stock markets to see how the public markets are doing - understanding which metrics to watch to understand the health of the Middle Market is a little trickier. In this episode, we explore data and insights on the current state of the Middle Market.

Owners of middle market companies are all eventually faced with how to exit their business - but what do you do if you want (or need) to sell during a global pandemic?

In this episode, we explore what to do "About That Planning Retreat", as management offsites have disappeared - but the needs for business planning, collaboration, and communication haven’t.