top of page
The Knowledge Center on our website is designed to be a valuable resource for both business owners and professionals. We aim to provide insightful information on topics related to business valuation, mergers & acquisitions, succession planning, and strategies for maximizing business value. Whether you're a business owner preparing for an exit or a professional advising clients, you'll find useful articles, guides, and tools to help navigate key business decisions. We welcome your input on what you'd like to see included in our Knowledge Center, as we are committed to making it as relevant and helpful as possible. Please note that the content provided is for informational purposes only and does not constitute tax, legal, or financial advice.
Business Value Enhancement
This category covers how to enhance the value of your business.
Key Metrics to Consider When Hiring in the Early Stages of Your Business
In the early stages of building a business, every hire is critical. Unlike established companies that can absorb a few misfires, startups...
Lee Henry
11 minutes ago3 min read
The Hidden EBITDA Killer: Why Improper Inventory Accounting Can Tank Your Business Value
When it comes to preparing a business for sale or even just tracking profitability, few things are as overlooked, and as damaging, as...
Lee Henry
1 day ago2 min read
Have you ever done a time audit on yourself?
Most people don’t realize that wasting just 10 minutes a day adds up to more than 43 hours per year, the equivalent of losing an entire...
Lee Henry
2 days ago2 min read
The Earnout Dilemma: Challenges Bonded Contractors Face When Selling to Private Equity
When a bonded contractor decides to sell their company, especially to a private equity (PE) buyer, one of the most overlooked yet...
Lee Henry
Apr 213 min read
Why Selling Bonded Contractor Businesses to Private Equity Is Difficult - And How Golden Shield Can Help
At first glance, contractor businesses with solid revenues, recurring projects, and long-standing reputations might seem like attractive...
Lee Henry
Apr 183 min read
Private Equity Monitoring Fees: What Sellers Need to Know About Their Impact on Earnout EBITDA
When a private equity (PE) firm acquires a business, it’s not uncommon for them to charge the acquired company “monitoring fees.” While...
Lee Henry
Apr 173 min read
Maximizing Bonding Capacity: Why Contractors Should Consider Non-Qualified Deferred Compensation Plans Over 401(k)s
For construction and government contractors, bonding capacity is everything. Whether it's bid bonds, performance bonds, or payment...
Lee Henry
Apr 163 min read
Phantom Stock: A Strategic Tool for Vesting Rights and Long-Term Incentives
When business owners or executives seek to retain top talent and align employee performance with company growth—without diluting...
Lee Henry
Mar 253 min read
How Business Owners Planning an Exit Can Use Stock Appreciation Rights (SARs) with Vesting to Incentivize Management and Drive Value
If you're a business owner thinking about selling your company in the next few years, one of the smartest moves you can make today is...
Lee Henry
Mar 243 min read
Winning the Google Game: Why Consumer Service Businesses Should Focus on Google Reviews
In today's digital world, the first impression your business makes often comes from the vast sea of online reviews. For consumer service...
Lee Henry
Mar 138 min read
Using S.M.A.R.T Goals in Exit Planning for Business Owners
As a business owner, planning for the eventual exit from your company can be one of the most important steps in ensuring you achieve the...
Lee Henry
Mar 75 min read
How Electrical Contractors Can Increase the Value of Their Business
For electrical contractors looking to increase the value of their business, the key lies in shifting focus from traditional methods to...
Lee Henry
Mar 46 min read
Why Business Owners Should Focus on Driving Value, Not Just Revenue
When it comes to growing a business, many owners fall into the trap of focusing solely on driving revenue. While revenue is an essential...
Lee Henry
Feb 283 min read
What is a C-Suite and Why Businesses Should Consider Building One
In today's fast-paced, competitive business environment, companies of all sizes must evolve to stay ahead. One of the key components that...
Lee Henry
Feb 276 min read
How Customer Concentration Devalues Businesses and the Target Concentration for the Top 10 Customers
When a business has a high degree of customer concentration, it means that a significant portion of the company's revenue is derived from...
Lee Henry
Feb 263 min read
What is an Employee Handbook and Why is It Important?
An employee handbook is a comprehensive document that outlines a company’s policies, procedures, and expectations for its employees. It...
Lee Henry
Feb 193 min read
Understanding Tag-Along Rights, Forced Sales, Drag-Along Rights, and Texas Shootouts in Shareholder Agreements
When it comes to owning a business, particularly in a company with multiple shareholders, navigating ownership rights and the terms of...
Lee Henry
Feb 185 min read
What Makes an Operating Agreement Good? Key Elements It Should Have
An operating agreement is a crucial document for any limited liability company (LLC), as it governs the management and financial...
Lee Henry
Feb 173 min read
Creating Value for Business Owners: Using Performance-Based Non-Qualified Deferred Compensation Plans to Incentivize Management Teams
As business owners look to grow, scale, and ultimately exit their businesses, one of the most important strategies they can employ is...
Lee Henry
Feb 144 min read
Management Buyout Planning
Planning for a Management Buyout with Non-Qualified Deferred Compensation Plans Planning the future of your business doesn’t just involve...
Lee Henry
Feb 43 min read
bottom of page