Capital Concepts Insights

News and helpful advice for business owners, founders, and entrepreneurs who want to build and exit their companies successfully.

Most Recent Articles

Five Ways Financial Management Improves Your Business’s Value

Five Ways Financial Management Improves Your Business’s Value

Poor financial management can manifest itself in many ways, but the price is always the same: the value of your business.

Odds are, as the owner of your business you are a strategist, visionary, and leader. But you likely don’t have the bandwidth to manage the complexities of your business’s finances.

But not to worry! We’ve outlined 5 ways financial management will improve your business’s value.

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How To Avoid the Biggest Valuation Mistake Made by Business Owners 

How To Avoid the Biggest Valuation Mistake Made by Business Owners 

You’ve been working on the sale of your business for months now. All the work, not just to complete this sale but to build a business someone else actually wants to buy, is about to pay off.

You hold your breath as the sales agent slides a piece of paper across the desk towards you…with a number completely different than you’d negotiated!

“As you know, we did a final business valuation last week to determine the final sale price for the closing today,” she explains. “After reviewing all of your records, we have determined that the value decreased from our initial estimate a year ago. As a result, the sale price will be 25% lower than we originally planned.”

What happened to the profitable sale you worked so hard for?!

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What To Do If Your Business’s Valuation Is Too Low

What To Do If Your Business’s Valuation Is Too Low

You’ve decided to create an exit plan, and now it’s time to find out how much your business is worth. What if the value comes in lower than you expected? In this week’s Insights article, we talk about common issues that contribute to a low business valuation and how to move forward.

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How To Prepare for a Strong Business Valuation 

How To Prepare for a Strong Business Valuation 

You’ve been reading our series and have decided to do some exit planning. You’ve audited your time, started planning for your free time, and have an idea how much money you’ll need for the next chapter. Now it’s time to find out what your business is worth now, so you can create a plan to get it to the value you need it to be. This week’s article shares the information you need to gather for a professional valuation, and what to do if you don’t have that information ready.

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Determining the Value of a Business

Determining the Value of a Business

How do you determine the value of a business? We discuss four methods for determining value, along with the variables and complexities that valuation professionals must factor in. You can address some of these factors ahead of time to set yourself up for the best result.

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The Formula for an Effective Exit Plan 

The Formula for an Effective Exit Plan 

Ask a business owner over the age of 50 when they plan to transition or exit their business, and you’ll get one of two answers:
– a blank stare, or
– “I’ll work another 5-10 years and call it quits.”(And if you ask this person again in another 5-10 years, you’ll likely get the same answer!)

The bottom line is the same – most business owners lack a plan for leaving their business. Read the article to learn what goes into an exit plan.

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The Benefits of Planning for Life Outside of Work 

The Benefits of Planning for Life Outside of Work 

How long has it been since you did something just for the fun of it? What is on your list of “Things I’ll Do Someday When I Have Time”? You may think that you need to wait to start checking things off that list, but that’s a mistake.

There’s more to life than work, and it’s the things you enjoy in your leisure time that make you a well-rounded and happy human being. In this article, we invite you to start exploring and experimenting to find enjoyable and fulfilling activities outside of work and give some practical suggestions for how to do it.

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Articles on Exit Planning

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Videos on Exit Planning

The video below is the first in a playlist of 6 videos, each 2 minutes or less, on the kinds of challenges business owners must overcome to successfully exit their businesses. We can help with each of these.

Articles on Business Performance

How To Set Good Goals That Build Your Business

Knowing that planning and setting goals is a good thing to do is different from actually doing it. We’ve created a list of questions to consider that will guide you through planning and goal-setting for your business..

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How To Improve Business Stability

In a world of uncertainties, stability and resilience are key to business success. COVID-19 taught us the importance of building strategies for long-term business health.

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Articles on Business Value

How To Improve Business Stability

In a world of uncertainties, stability and resilience are key to business success. COVID-19 taught us the importance of building strategies for long-term business health.

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LEVERAGING FINANCE STRATEGY TO GROW YOUR BUSINESS.