Business Technical Briefs

Our team of business experts has written and compiled these business technical briefs to address common questions, concerns, and issues our clients experience across various topics.

Buying or Selling a Business

Buying or selling a business doesn’t have to be tricky. Utilize the steps outlined in this technical brief to answer the big questions: is the business worth buying, and how much should I pay for what I am getting?

Successful Crowdfunding Campaigns

Crowdfunding is an option for businesses who either can not or choose not to take on debt. Learn what it takes to mount a successful crowdfunding campaign.

Customer Discovery Checklist

The goal of this checklist is to help entrepreneurs work through the process of identifying customer personas – answering the questions, “Does my product or service actually solve a problem or pain of a potential user?” and “is my product or service marginally or dramatically better than perceived direct and indirect competition if my product or service reaches the market?”

Employee Onboarding Checklist

Whether you’re buying a business and transitioning employees to a new entity or hiring your first employee, you have two basic options. If you have chosen to do this yourself, you need this checklist.

Curious to see how these projects pencil out?For each of the vision projects we have project analysis that includes Project Descriptions, Cash Flow Projections, and Rent Roll Summaries.