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For business owners planning succession, selling to employees can be an attractive alternative to selling to private equity or competitors. One of the most effective ways to achieve this is through an Employee Stock Ownership Plan (ESOP). But how does…
As many business owners near retirement, one of the most pressing questions becomes: Who will take over my company? For mid-market firms in North America, a management buyout (MBO) is often the answer. In an MBO, existing managers purchase the…
Every entrepreneur eventually faces the question: How will I exit my business? Whether through a sale, merger, or IPO, having a strong financial plan in place is critical. A well-prepared exit strategy ensures you maximize valuation, attract the right buyers…
When startups raise funding or issue employee equity, they create a capitalization table—commonly called a cap table. This document shows who owns what in the company: founders, employees, angels, venture capitalists, and other stakeholders. For early-stage companies, cap table management…
When raising capital, your pitch deck might capture attention, but it’s the financial model that convinces investors and lenders to commit. A clear, credible, and well-structured model shows that you understand your business drivers, have a realistic growth plan, and…
When raising capital, one of the first questions investors and lenders ask is: What’s your business worth? The answer directly impacts the type and amount of financing you can secure. Understanding the link between business valuation and financing helps you…
Growing companies often find themselves in a financial “middle ground.” Traditional bank loans may not provide enough capital, while raising equity could mean giving up too much ownership. That’s where mezzanine financing comes in—a flexible hybrid that combines features of…
Every entrepreneur faces a fundamental question when raising capital: Should I finance my business with debt or equity? Both approaches—borrowing money or selling shares—can fuel growth, but they come with very different trade-offs in terms of ownership, risk, and flexibility.…
Economic indicators business financing, when is the best time to apply for a business loan? The answer depends not just on your company’s performance, but also on broader economic conditions. By tracking key economic indicators business financing, you can better…
Future of small business financing, the financing world is evolving faster than ever. From artificial intelligence transforming loan approvals to sustainability-linked funding shaping new credit markets, the future of small business financing will look very different by the end of…
