Category Archives: Strategy and Planning

Should a Small Business Have a Budget?

“I know that my company is doing OK,” the old joke goes. “I still have checks in my checkbook.” Many small businesses run on a version of checkbook accounting, where anything that isn’t paid out at the end of the … Continue Reading

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Lots of Jobs – Where are the Workers?

The South Texas region has an unemployment rate of somewhere between 5.2% and 5.8%, depending on exactly where you are located. Employment in certain highly desirable professional technology occupations is officially over 100%. Finding entry-level employees in South Texas is … Continue Reading

Posted in Business Perspectives, Economic Trends, John's Opinions, Strategy and Planning | Tagged , , , , , | 8 Comments

“We’ll Just Agree to Disagree”

A CEO was having a discussion with one of his top executives a few weeks ago. He felt strongly that the executive needed to take a certain course of action as soon as possible. The Vice President explained that the … Continue Reading

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Turning a Competitive Advantage into an Entitlement

The Affordable Care Act is here to stay. Although Republicans have voted to repeal Obamacare dozens of times, the “debate” over its implementation has taken on a sense of theatre. The Federal behemoth continues to chug along. Cancelled policies, the … Continue Reading

Posted in Business Perspectives, John's Opinions, Managing Employees, Politics and Regulation, Strategy and Planning | Tagged , , , , | 1 Comment

After the Goal

Why do employees have to “rest” after accomplishing a goal? When most human accomplishment required manual labor, taking time to recuperate after a final push, whether it was harvesting a crop or completing a building, was a natural way to physically recharge before starting another project. Today, most … Continue Reading

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Can You Outgrow Customers?

When you start a company, it’s like shopping at the supermarket when you are very hungry. Everything looks good. Any suspect might be a prospect. Any prospect is worth pursuing, and your ideal customer is anyone who is willing to pay you for … Continue Reading

Posted in Marketing and Sales, Sales, Strategy and Planning | Tagged , , , , , | 1 Comment

What is Your Company Worth? II

Last week we discussed how business owners frequently use hearsay or incomplete information to estimate the value of their companies. They give the number to their financial planner, or include it on a personal financial statement for their banker, neither of … Continue Reading

Posted in Building Value, Entrepreneurship, Exit Options, Exit Planning, Exit Strategies, Selling a business, Strategy and Planning, Top Blog Posts | 1 Comment

What is Your Company Worth?

A business owner hires a financial planner to help him with his retirement options. They review the owner’s current assets, his house, stock portfolio and other investments. They go over his insurance coverage. Then the planner asks, “What about your company? How … Continue Reading

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Who Owns the Portal?

We are 30 years into the computer revolution, which I am arbitrarily marking as beginning in the mid-1980’s, when Apple II and IBM compatible (286) computers began to show up on the desks of people who weren’t in the “computer room.” … Continue Reading

Posted in Business Perspectives, Customer Relations, Entrepreneurship, Sales, Strategy and Planning, Technology | Tagged , , , , | Leave a comment

Wrestling with Ethics

The head of a rep firm approaches the owner of a small manufacturing company for whom they sell. One of his salespeople has an opportunity for a huge order with a multinational company, but the purchasing manager has indicated that the … Continue Reading

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Ready…Set…Exit! Part II

Last week we discussed the tsunami of Baby Boomer retirement, and how we will reach a peak of nearly 500 unsold businesses a day within the next 5 years. The statistics are immutable. The birthrates of the last century are … Continue Reading

Posted in Economic Trends, Entrepreneurship, Exit Planning, Exit Strategies, Selling a business, Strategy and Planning | Tagged , , , , , , , , , | Leave a comment

Ready…Set…Exit! Part I

For the last six years I’ve been writing and speaking around the country to business owners about the coming tsunami of retiring Baby Boomer business owners. My e-book “Beating the Boomer Bust” details the  statistics (For a free download, go here … Continue Reading

Posted in Entrepreneurship, Exit Planning, Exit Strategies, Managing Employees, Marketing, Selling a business, Strategy and Planning | Tagged , , , , , , | Leave a comment