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Month: March 2018

Could your Next Business Loan get “Ratio’d”?

Posted on March 30, 2018 by Landmark CPAs
business loan

As you look for a loan, try to find out how each bank will evaluate your default probability. Many do so using spreadsheets that track multiple financial ratios. When one of these …

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Posted in PostsTagged asset turnover, benchmarking, business loan, current ratio, default, financials, financingLeave a comment

Home vs. Away: The Retreat Conundrum

Posted on March 21, 2018 by Landmark CPAs
off-site company retreat

Many employees, and some business owners, might assume a company retreat, by definition, must take place off-site. But this isn’t necessarily so.

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Posted in PostsTagged company retreat, inspiration, off-site event, on-site retreatLeave a comment

Building a Sales Prospect Pipeline for your Business

Posted on March 14, 2018 by Landmark CPAs
prospect pipeline

When a company builds a pipeline to funnel prospects to its sales team, it will increase the opportunities for these staff members to strike and close deals. Here are some ways …

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Posted in PostsTagged cold calls, funnel prospects, marketing, prospects, referrals, sales pipeline, sales prospectLeave a comment

Seven Ways to Prepare your Business for Sale

Posted on March 7, 2018 by Landmark CPAs
business sale

If you’re leaning toward a business sale, here are seven ways to prepare.

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Posted in PostsTagged business sale, business valuation, business value, company transition, succession planningLeave a comment

Recent Posts

  • New Law Makes Favorable PPP Loan Changes and Increases Business Meal Deductions
  • PPP Guidance Issued for Second-Draw PPP Loans
  • Accounting and Wealth Management Firm Monheit Frisch Group Joins Landmark
  • 2021 Q1 Tax Deadlines for Businesses
  • How to Avoid Tax Scams

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Landmark Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory ServicesSM. ** Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
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