Blog
Notes on getting your numbers readyto raise, be valued, report and sell.
Practical writing for owners, founders and the accountants who help them: what investors and buyers ask to see, how to put a business’s figures in the right format, and what to share and what to keep.
Raising6 min read
Share a version with investors, not your books
How to share your financials with investors without handing over the books: what to send, what to keep back, and why a dated version you can revoke is better.
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Valuation
How to value a small business before anyone makes an offer
The three ways a small business is valued, which earnings figure a buyer will use, what moves the multiple, and how to work out your own range before an offer.
Read the post6 min read
Selling
Preparing to sell your business: what a buyer will question
See your business the way a buyer will: earnings after add-backs, whether profit turns into cash, customer concentration and how much it leans on you.
Read the post6 min read
Reporting
Investor update template: what to send every month
A simple investor update template: the numbers to lead with, what to say about wins, misses and asks, how often to send it, and how to keep it short.
Read the post5 min read
Reporting
Budget vs actual: the monthly report that keeps a plan honest
How to read a budget vs actual report: working out each variance, telling favorable from unfavorable, which gaps to chase, and when to change the forecast.
Read the post6 min read
