M&A Specialist | Advisor | Author | Consultant

Newsletter March 2023

Closing deal handshake

Closing deal handshake

Beware of Things Going Wrong Before Closing

We had about two weeks before the sale of Ben’s stores was to close. He had been one of my biggest worrywarts because he could never get his head around the fact the deal was really going to happen. He would call me at least three times a week, asking me the same question: “Do you really think the buyer is going to be able to get the money, and the sale of the stores is really going to happen?” … CONTINUE READING

Person at desk snuggling dog

Estate Planning for Your Furry Friends

When you create an estate plan and begin to review it, are you sure you’ve planned for everything? While it’s vital that you assign a beneficiary and powers of attorney, outline how you want your assets and property to be divided, plan for young children, and state any other wishes, be sure you’re also thinking about your pets …CONTINUE READING

AI tech chip

One of the Hottest Marketing Trends of 2023

Today, artificial intelligence (AI) is one of the hottest marketing trends of 2023. AI is helping business owners boost their customer experience, better understand their target audience, and measure and judge for optimized growth. But what exactly is AI marketing, and how can it benefit you and your business? …CONTINUE READING

SELLING WITH CERTAINTY

Straightforward Advice for Cashing in on the Full Value of Your business

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Selling with Certainty.

Selling with Certainty by Terry H. Monroe - Straightforward Advice for Cashing in on the Full Value of Your Business

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HIDDEN WEALTH

The Secret to Getting Top Dollar for Your Business

If you are planning to sell or are considering selling your business in the next twelve to twenty-four months, you need to start planning now. But where do you even start? Selling a business is not easy. With so many things to consider, some confusion is understandable.

Download a Free Chapter

Enter your name and email
to receive a free chapter from Terry Monroe’s book,
Hidden Wealth.

Hidden Wealth - The Secret for getting Top Dollar for Your Business