Case Study – CBPartners

Brief History CBPartners was founded in 2012 with a mission to provide pharmaceutical companies with recommendations on increasing patient access to crucial medicines around the world. They serve a variety […]
Case Study – Quadmark

Brief History Quadmark, established in 1999, is an international consulting firm with global project management consultants. Quadmark helps clients improve their everyday business processes and makes companies successful by inspiring […]
Case Study – Scope Management Solution

Brief History Scope Management Solutions LTD, founded in 2004 by co-owner Dean Richardson, improves audit and materials-management processes for industrial companies. As an independent integrator, their team has over 40 […]
Case Study – Energy Efficiency Pros

Brief History Energy Efficiency Pros is an industry leader in providing sustainable, low energy commercial lighting retrofit solutions, with a wide range of high-efficiency LED lighting solutions, fixtures, and lighting control systems. EEP offers an […]
Case Study – AOS Engineering

Brief History AOS Engineering, headquartered in Plano, TX, provides mechanical, electrical, and plumbing design consulting and engineering services to commercial clients across the country. Shane Arrant, Greg Speer, and Trent […]
Case Study – Ready Cable, Inc.

Brief History Ready Cable, Inc. (RCi), headquartered in Fort Worth (Keller), TX, fabricates and delivers Post-Tension Cables and Rebar to GCs and concrete contractors in both residential and commercial applications, […]
Why Many Corporate Relocations Fail

Introduction Corporate relocation is often treated as a logistical problem—find housing, move belongings, start the job. But in reality, relocation is one of the most stressful life events an employee […]
Overcoming the Challenges of Migrating to QuickBooks Online

Introduction For many small businesses, QuickBooks Desktop has been a trusted tool for years—sometimes decades. But as Intuit continues to push toward cloud-based solutions, more business owners are finding themselves […]
How to Grow Business Value to Prospective Buyer

Introduction For many business owners, selling their company represents the culmination of decades of hard work. Yet too often, owners approach an exit without a clear strategy, clean financials, or […]
How To Value Your Business: Lessons From A Professional Business Valuator

Introduction Valuing a business is one of the most critical—and misunderstood—steps in buying, selling, or planning for the future of a company. Whether you’re preparing for an exit, negotiating a […]