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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 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

Questions to Ask Brokers Before Closing Deals

Key questions to vet and hire a business broker: experience, fees, buyer vetting, negotiation, confidentiality, deliverables, timelines and post-closing support.

January 3, 2026
Questions to Ask Brokers Before Closing Deals

High Customer Concentration: Risks and Solutions

Heavy reliance on a few clients can sink cash flow and valuation; benchmarks, warning signs, and practical tactics to diversify and protect revenue.

January 2, 2026
High Customer Concentration: Risks and Solutions
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