Let’s face it—when most people hear the word "valuation," their minds either jump to dollar signs or they tune out completely,...
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The Role of Valuation Throughout an SMB’s Journey
When you hear the word valuation, what comes to mind?
For many wealth...
Once upon a time, being a wealth advisor was mostly about one thing: beating the market. You were the stock whisperer, the bond...
For years, B2B SaaS companies have measured and rewarded the wrong things, and eventually, that approach started shaping...
Welcome to the final post in our series on understanding business valuation. If you’ve stuck with us so far, you’ve learned...
Why Business Valuation Matters More Than Ever
SMBs are navigating a financial landscape filled with uncertainty—inflation,...
When calculating the value of a business, it’s easy to focus on the tangible and operational aspects—the equipment, the...
Using Data to Deliver Tailored Customer Experiences
Today’s clients expect more than one-size-fits-all solutions, they want...
In 2024, the SMB landscape continued to evolve rapidly. Business owners faced an array of challenges, from navigating economic...