Jeffrey's Articles & Media

My Bank Doesn’t Understand my Numbers. But isn’t Accounting Just Arithmetic?

This is the fifth in a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends. The conversations deal with the misconceptions and misunderstandings between business owners and their bankers. I hope you find it helpful and entertaining. Jay sat in his office reviewing his weekly calendar when…

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My Bank Wants to Take My Business. Don’t they?

  This is the fourth in a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends. The conversations deal with the misconceptions and misunderstandings between business owners and their bankers. I hope you find it helpful and entertaining. Jay had just pulled away from the Starbucks drive…

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My Bank Doesn’t Support My Vision. Don’t They Want to Make Money?

  This is the third in a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends. The conversations deal with the misconceptions and misunderstandings between business owners and their bankers. I hope you find it helpful and entertaining.  Jay sat in his car looking at his schedule.…

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I Think I’ve Upset My Bank, Now What?

This is the second in a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends. The conversations deal with the misconceptions and misunderstandings between business owners and their bankers. I hope you find it helpful and entertaining.  Jay turned the ignition and flipped on his car’s air…

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Is Your Banker Weird? Really?

This is the first of a series of conversations between a financial consultant and trusted advisor named Jay and his clients and friends.  The conversations deal with the misconceptions and misunderstandings between business owners and their bankers.  I hope you find it helpful and entertaining.  Jay took an iced tea from the drink stand and…

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To Business Owners: Make these 3 New Year’s resolutions before you try to sell your business

If you own your own business and you’re considering selling your business this year you aren’t alone. Four million Baby Boomers (ages 54-72) currently own businesses in the US. Most understand that the time for their exit is approaching. About 80% expect to sell their business within the next 10 years. Of those business owners,…

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Why Give Up?

  Why would a business owner walk away from a life’s work without even exploring the possibility of selling their business? I didn’t intend to write this article. I have a pile of other interesting topics waiting for my attention. But I had two conversations last week I found troubling. In both conversations I heard about…

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Navigating the Business Sale Minefield – Introduction

This article is the first in a series exploring the issues that hold up or blow up business sales. So, you want to sell your business. You have a letter of intent in hand, a ready buyer and a proposed closing date. Then the due diligence process begins, and everything starts to go sideways. Unexpected…

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The Law of Competitive Balance – Smart Business Advice from America’s Leading Sabermetrician

 In his bestseller Moneyball, Michael Lewis introduced his readers to sabermetrics. The Google Dictionary defines sabermetrics as “the application of statistical analysis to baseball records”.  He also introduced his readers to Bill James, who began evaluating baseball through the use of innovative statistics in the late 70’s. Unlike most of the first generation of sabermetricians,…

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Lose These Destructive Misconceptions – An Open Letter to Business Owners

Dear Business Owner, You have a lot to be proud of. You have built a solid business from the ground up and it’s a wonder to behold if you do say so yourself. But be careful. Even the most apparently stable situations can deteriorate and collapse in shockingly short order. In ancient Greek tragedy, the…

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