Unblakeable

Thanks for the little slice of home for this US expat in Portugal! #netflix

Part One of my interview on The Tipping Point Podcast is live! 🎙️ I talk with @Ido Lederman about positioning your business for an exit and more. Lots of actionable insights you can apply to your own business or clients! #BusinessExit #Podcast bit.ly/3NtQmEc

OK - I've been threatening to do this for years but finally made good. I've launched a YouTube channel! The launch topic - how to set about buying a business. Sorry - I'm no better looking than before. Technology can only do so much! bit.ly/47UJh7k

Biz value isn't just what someone's willing to pay. This notion can manipulate owners into accepting less and it's false because sellers have a say. In balanced markets, multiple offers find price equilibrium. Reject lowball offers. Stand your ground! #FridayFix

This chart from @jdsupra tells me that PTAB undermines patent value. Two troubling stats: 66% of received petitions go to trial, and annual volatility in trial decisions. Uncertainty hinders investment in patents. It also undermines trust in patent examiners. #PTAB #Patents

Importance of Financial Models: They provide clarity on goals, cash needs, and key assumptions. A robust model backed by validated research impresses investors. Our client's success story: Investors engaged in due diligence thanks to our model. #FinancialModels #BusinessSuccess

Helping a non-tech client navigate unfamiliar territory: Issuing equity to a valued employee. Recognizing assets created by employees is key. Technology companies issue stock/options because engineers create daily assets. Grounded plan devised.

Aging taught me the superpower of enduring discomfort. This hit home in a recent call with a friend negotiating a business sale, her life's work. The urge to escape the 'Zone of Discomfort' was strong, but I reminded her: embrace the discomfort. It's how you get the best deals.

Navigating the delicate dance of issuing a Letter of Intent (LOI) to buy a business requires trust, time, and careful calculation. Get experienced counsel, ensure financial capability, and employ valuation expertise to set the right terms. #FridayFix #BusinessAcquisition 📝💼🕰️

Venture capital tops the chart for challenging due diligence, with high technical & market risk, no track record, and people dependency. Systematic hedge funds are 2nd as understanding the math is a challenge. Take time, ask questions, and avoid investing blindly. #duediligence

Debt valuation is often ignored in business valuation, but it shouldn't be. Ignoring debt is a blind spot. Here's how to value debt properly, including variable rates, callability, and convertibility. Check out the infographic for a summary. #BusinessValuation #DebtValuation

Understanding risk is key to business valuation. Here's a useful framework for assessing risk: categorize a decision's overall risk score as Extreme (<18), High (19-25), Moderate (26-32), Low (33-40). Risk doesn't deter, but ROI must justify it. Thoughts? #RiskManagement

Startups are like Marmaduke, a Great Dane comic. Some you drag, spending money but generating little demand. Others take off fast, challenging you to keep up. Be observant for the Marmaduke signal. If the market pulls, run with it! #Startups #BusinessInsights 🚀🐕‍🦺💡

High-income individuals have a 2.35% chance of an IRS audit annually. Got biotech holdings? Transferring shares into trusts? Don't underestimate the value of your assets. Partner with top accountants & business valuation firms to avoid being an 'easy target' for audits. #IRS

Join me on July 19 at noon (Eastern US time) for a webinar that will cover the pros and cons of issuing equity, help you understand the pros and cons for the equity models to use, and share some benchmarks on how much equity to offer. Register here. bit.ly/3p2HJro

Successful acquisitions in uncertain times: cheap valuations, easier growth. Understand risks through due diligence, integration planning, and cultural awareness. Advisors who challenge and don't fear saying 'no' are crucial. Don't skimp on them or risk buying a lousy company.

Feeling lost when asked about your startup's Internal Rate of Return (IRR)? Don't fret! IRR, the average compounded annual return on an investment, can be easily calculated using spreadsheet tools. It's key for comparing investments and speaking investors' language. #FinanceTips

"Bloomberg chart shows banks are less inclined to finance M&A deals today. High borrowing costs push down valuations. Options for acquiring a business sans debt? Persistence with banks, leveraging SBA loans, seller financing, and exploring alternative lenders. #M&A

📊 #ChartOfTheDay: The value of investing in #CustomerExperience. It's not just about revenue, but profitability. Striving for 10/10 customer scores? Ask: "What's the cost? Did it increase profits?" Look for the sweet spot of max profitability. Need help? DM me. #FridayFixer

Chart of the Day: Can AI Predict Patent Lawsuits? According to Patent Insights, AI achieved 79% accuracy in predicting litigation events based on patent data analysis. This tool could aid in risk management and patent valuation. Learn more: bit.ly/42wmSdW #AI