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Take Five #123: CPA explains how to use the tax code to save (a lot) on your SMB purchase, and more
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Take Five #123: CPA explains how to use the tax code to save (a lot) on your SMB purchase, and more

Top five must-reads this week in the world of SMB acquisitions and operations

September 13, 2024

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SBA 504 Loan Use Cases for SMB Buyers

Explains how SMBs can use SBA 504 loans to buy or build owner-occupied property, finance long-life equipment, acquire businesses, or refinance asset debt.

January 7, 2026
SBA 504 Loan Use Cases for SMB Buyers

Ultimate Guide to Executive Summaries for SMB Buyers

Write concise, data-driven executive summaries for SMB acquisitions: key components, a five-step process, common pitfalls, and deal-sourcing tools.

January 6, 2026
Ultimate Guide to Executive Summaries for SMB Buyers

SBA 7(a) Loan Program: Overview and Basics

Comprehensive overview of SBA 7(a) loans: eligibility, uses, limits, repayment terms, interest rates, fees, and key 2025 program updates.

January 5, 2026
SBA 7(a) Loan Program: Overview and Basics

How Cash Flow Affects Business Valuation

Operating and free cash flow, DCF models, and cash risks like seasonality, debt, and client concentration directly determine a business's valuation and risk.

January 4, 2026
How Cash Flow Affects Business Valuation
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