The Math Everyone Ignores Every transaction advisor—lawyers, bankers, accountants, brokers—tells you the same thing: clean up your financials, document operations, fill gaps in the team, build systems so the business runs without your 70-hour weeks. The problem? Every advisor will point at what’s broken; none of them show you how to fix it. And no…

We’re expanding our toolkit for business owners who need more than platitudes. First up: Exit Readiness is for owners aiming to sell in 12–24 months. Not the “tidy up your financials” advice or a to-do list you can get everywhere else, but real, deliberate help to actually do the hard work of eliminating valuation killers,…

People still want a chance to cheat the middle-class investor. I was annoyed to see this letter to the editor in the WSJ, whining about “paternalism” and the accredited investor rule. For those new to the question, here’s what I wrote 8 years ago on exactly this topic because everyone was getting hot and bothered…

Viable, Valuable, and Investable Our co-founder, Mike Princi, coined this triplet years ago. He used it as a shorthand to remind people that new businesses, whether tech-style startups, corporate carveouts, or IP commercialization attempts, have to satisfy all three of these requirements to survive. If they don’t, they’ll look very different than they hoped. Viable…