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According to a 2015 survey by CNBC and the Financial Planning Association, 78% of small business owners intend to sell their businesses to fund their retirement, yet fewer than 30% have a written succession plan. Whether you are nearing retirement or...

The United States Small Business Administration exists as part of the U.S. Small Business Act of 1953. Congress implemented the Act as a way to “aid, counsel, assist and protect, insofar as is possible, the interests of small business concerns”. This...

Morgan & Westfield Deal Talk Exclusive Interview with Andrew Cadwell Key Points from our Conversation It’s important to understand your competitor's market in addition to your own market and why one demographic happens to be winning. Defining...

Posted by Kathy Bazoian Phelps Below is a summary of the activity reported for January 2017. The reported stories reflect: 5 guilty pleas or convictions in pending cases; over 58 years of newly imposed sentences for people involved in Ponzi schemes...

Balance sheets? Cash flow forecasts? Business debt schedules? Debt service coverage ratios? Finding a loan? That stuff is easy… At least, compared to small business health insurance. Figuring out small business health insurance is notoriously one...