Pendleton Street Business Advisors

[Pendleton Street Business Advisors @PendletonStreet]

Thinking about valuation? Ask:

» WILL selling my business fully fund the future I want?
» WHEN will it be the right to time to sell my business?
» WHAT can I do to increase my valuation, and help ensure that selling my business someday fully funds the future I want?

[Pendleton Street Business Advisors @PendletonStreet]

Want to sell your business someday? Prioritize better bookkeeping ASAP. Clean and clear organization of your financials is the key to proving your business is worth top dollar from a buyer.

[Pendleton Street Business Advisors @PendletonStreet]

Every business owner already knows you have to "spend money to make money." Less commonly known are the underlying financial formulas that ensure the money spent on assets actually improves your cashflow, financial stability, and valuation.

https://t.co/vf6AHBcWQy

[Pendleton Street Business Advisors @PendletonStreet]

Our Founder and CEO John Barnes just joined Teresa Moon from Parabilis for a discussion on financial hygiene and financial best practices for business owners.

Have a listen!
https://t.co/mgk2ACUFCT

[Pendleton Street Business Advisors @PendletonStreet]

What if dialing in the financials of your business could predictably provide excellent cashflow for a great life today... but also fund your biggest most meaningful dreams in the future?

It only becomes realistic when you do the math and plan for it.

[Pendleton Street Business Advisors @PendletonStreet]

Heavy equipment company owners all know the fun of purchasing new "toys", whether it's trucks, equipment, machines, robotics, you name it.

Run the numbers, and make sure your business has a clear financial forecast in place that lets you confidently grow your fleet.

[Pendleton Street Business Advisors @PendletonStreet]

Your business demands cash to grow and scale – so it's either going to be your cash or someone else's. Whose should it be?

– Reinvest your profits?
– Debt from a bank?
– Business partners to buy in?
– Investors or Venture Capital to invest?

Hint: Run the numbers to find out.

[Pendleton Street Business Advisors @PendletonStreet]

You own a multi-million dollar business. But for you, the business owner... your personal take home wealth has gotten sporadic. You have that uneasy money feeling in your gut most nights and weekends...

[Pendleton Street Business Advisors @PendletonStreet]

Owners of asset-intensive and capital-intensive businesses need to fall madly in love with reading and understanding and tracking the Balance Sheet of their company.

The Balance Sheet tells the true story of the financial health in your business.

[Pendleton Street Business Advisors @PendletonStreet]

Strategically using debt inside your company is one of the most valuable financial skills a business owner can learn.

​​Debt can feel like waving a magic wand if you handle it right.

[Pendleton Street Business Advisors @PendletonStreet]

If you own a successful logistics, hauling, or fleet-centric business, your bank is going to say:

"Hey, your numbers look great! We could increase your credit with us, and you could buy more trucks."

It sounds great... more trucks = more revenue = yes please? Not exactly.

[Pendleton Street Business Advisors @PendletonStreet]

"Cash crunch" is a constant battle for business owners... until you decide to you're ready to WIN IT. Doing a little cashflow analysis and putting a few financial systems in place is all it takes.

[Pendleton Street Business Advisors @PendletonStreet]

Equity, equity, equity... it makes business owners everywhere salivate. It's wildly in-demand, but the portions get weird fast:

– Business Partner Buyouts
– Investor Cap Table
– Phantom Stock
– Employee Options
– Generational Family Transfers

[Pendleton Street Business Advisors @PendletonStreet]

Bookkeeping is not a chore. It's not homework. It's not tax compliance. Bookkeeping is the #1 way you PROVE your business is sellable, and PROVE how much it's worth.

Bad bookkeeping = Zero proof = Buyer bails = No deal.

[Pendleton Street Business Advisors @PendletonStreet]

"Bookkeeping is so much fun!" – said no business owner ever. But it's the bedrock of great business finances AND predictable take-home wealth.

[Pendleton Street Business Advisors @PendletonStreet]

At the end of the year, business owners get a flood of big ideas for next year. But which will actually payoff? Which are fool's errands? We run "What If?" analysis reports for our clients to help predict the financial likelihood of meaningful ROI from each of those big ideas.

[Pendleton Street Business Advisors @PendletonStreet]

Owning a successful business should create TWO things...

• The long term reality of building wealth.
• The short term feelings of building wealth.

Our financial advisory firm exists to help with those.
https://t.co/6XzV3ahLzc

[Pendleton Street Business Advisors @PendletonStreet]

The scariest thing to us? Business owners who only care about their "comfortable income" right now – and never think about their business as a longterm investment vehicle with a future payout.

Trick or treat! (...We'd advise treat.)

[Pendleton Street Business Advisors @PendletonStreet]

Believe it or not, your business finances and your personal finances can (and should) be forecasted in parallel together. Paying for fun family stuff doesn't have to stress you out, or put your business at risk.

[Pendleton Street Business Advisors @PendletonStreet]

What matters when it comes to business profits? Predictable – years and years of profitability track record. Sustainable – systems that drive the predictable profits. Growing – more profitability for your buyer to extract.

https://t.co/wqtBaLlToY