Preparing Your Financials for a Business Transition Starts Years Before the Transaction

A private equity group came knocking on a company doing more than forty million in revenue. The owner had not gone looking for a buyer and had no particular plans to sell. The group opened his financials, spent some time with what they found, and passed. Nothing was wrong with the business. It had grown […]
Why Your Books Decide What Happens When Private Equity Comes Knocking

Episode Description: Elizabeth sits down with Brian Kofford, CPA and founder of Strive CPAs, who has spent 25 years working with founder-led companies that have outgrown a traditional accounting relationship. Brian is an entrepreneur himself, and he brings that lens to proactive tax strategy, fractional CFO work, and outsourced finance. In this conversation he walks through what actually happens when a […]