Business analyst reviews revenue expenses profit on tablet in office for financial report forecast strategy growth trend KPI data analytics dashboard investment performance ROI budgeting

How to Value Your Business Before a Succession or Sale

July 8th, 2026
Posted By
Jenny D. Shin
You know your business better than anyone. You know how many late nights, tough decisions, and calculated risks it took to get where you are today. But if someone asked what your company is actually worth, would you have an answer? That’s where… Read More
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Categories: Business Succession
Team of Business people working at workplace with tablet and document, doing planning analyzing Tax financial report, business plan investment, finance analysis Economic business discussions.

How To Fund A Business Succession Plan in California

June 29th, 2026
Posted By
Jenny D. Shin
Most business owners hoping for a successful exit in California focus on the succession plan itself. Who takes over, how ownership shifts, and what the timeline looks like. That is the easy part. The harder part is what most people avoid until it is… Read More
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Categories: Business Succession