Is Your Good Idea Business-Ready?
The prospect of starting a business can be frightening. It is a risk and a tremendous opportunity, equal parts challenging and,...
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Taylor Bauer
- Feb 6, 2019
- 3 min
Rising Business Trends in the New Year
On one hand, year-on-year improvements are what makes companies great; on the other, firms can’t control many of the factors that dictate...
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Taylor Bauer
- Jan 15, 2019
- 2 min
What Draws High Profile Investors into the Lower Middle Market?
Lower middle market companies are some of the most sought-after assets. These businesses provide one of the best environments for M&A...
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Taylor Bauer
- Jan 15, 2019
- 3 min
SEO Trends for your Lower Middle Market Business
Search engine optimization (SEO) will be more significant in 2019. Like previous years, its importance in serving as the stepping stone...
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Taylor Bauer
- Jan 15, 2019
- 2 min
Merger and Acquisition Trends in the Lower Middle Market for 2019
This year has been a very good one for mergers and acquisitions (M&A) activity in the United States. That being said, global political...
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Taylor Bauer
- Jan 15, 2019
- 2 min
Tech is Changing the Lower Middle Market - Learn How To Utilize It
Nearly everyone would agree that 2018 was a far-from-boring year, and that applies to businesses in the lower middle market as well. With...
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Taylor Bauer
- Dec 19, 2018
- 2 min
Lower-Middle Market Considerations Moving into the New Year
We live in unsettled, unpredictable times, as the end of 2018 has proven. For business owners, now is the season to reflect on the past...
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Taylor Bauer
- Dec 19, 2018
- 2 min
When Mergers and Acquisitions Get Messy
Mergers and acquisitions can be tricky – particularly if illegal activity is discovered. When it comes to FCPA enforcement, though,...
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Taylor Bauer
- Dec 17, 2018
- 2 min
Are You Really Ready to Start a Small Business?
Despite the entrepreneurial hype of the Silicon Valley era, not everyone is suited to owning a business— and that's OK. Starting and...
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Taylor Bauer
- Dec 17, 2018
- 2 min
Small Business Requires Investment In Yourself
In the lower-middle market, small business owners are always investing in new equipment, products, and services to provide their...
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Taylor Bauer
- Dec 12, 2018
- 3 min
Why Is Small Business Optimism So Shaky Heading into 2019?
Although tax cuts and regulatory rollbacks this year fueled small-business optimism to hit its highest level in decades, the latest Small...
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Taylor Bauer
- Dec 12, 2018
- 3 min
Understanding Tax Changes as a Small Business
Some changes to the tax code are posing a bit of a problem for small businesses. Luckily, if you are aware of the change, it shouldn’t...
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Taylor Bauer
- Dec 11, 2018
- 2 min
Portfolio Planning: Required Steps Towards Tomorrow
Retirement planning should be a holistic experience, not just a financial one. Retirement gives you time to let go, move forward, learn...
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Taylor Bauer
- Dec 5, 2018
- 3 min
Replacing Retirement with a New Professional Passion
If retirement is getting closer, you may be tempted to use some of the extra time and capital at hand to chase the entrepreneurial dreams...
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Taylor Bauer
- Dec 5, 2018
- 3 min
Financial Planning for your Small Business: Why It’s Changing
A recent survey from a financial advisors group found that nearly 75 percent of the small business owners in the lower middle market have...
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Taylor Bauer
- Dec 4, 2018
- 2 min
Laying the Groundwork for a Financially Secure Future
Many Americans are adjusting to the idea of "going it alone" when it comes to retirement savings, as traditional programs like pensions...
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Taylor Bauer
- Dec 4, 2018
- 2 min
Business Plans and Stepping Forward in your Business
Every business starts with a plan, whether it is one mapped out in your head, jotted down on a paper napkin or formalized into a business...
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Taylor Bauer
- Nov 28, 2018
- 3 min
Strategies behind Successful Mergers
By: Taylor Bauer It can be daunting to begin the process of a merger, especially because these sort of deals often come after months and...
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Taylor Bauer
- Nov 28, 2018
- 3 min
What Younger Entrepreneurs Want from Financial Service Companies
By: Taylor Bauer Figuring out how to help mid-career executives is fairly easy compared with figuring out what millennials want from...
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Taylor Bauer
- Nov 27, 2018
- 3 min
Small Business Saturday Moving Online?
By: Taylor Bauer Small Business Saturday was on track to set a new record of $3 billion in online sales as of 10 Sunday, November 25,...
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