Centerline News & Insights

    This newsletter is limited to the dissemination of general information pertaining to the firm’s investment advisory services. This document is provided for informational purposes only and represents only...

Massive Data Breach Exposes Billions   Key takeaways The National Public Data Company suffered a massive data breach affecting nearly three billion records. Most people are likely affected at some...

S&P 500: Best Start to a Year Since 1997 US stocks are off to their best start to a year since 1997.  US equities are on a five-month winning streak,...

In the early days of Airbnb, co-founder Brian Chesky went to surprising lengths to gather customer feedback. He would stay with Airbnb hosts to experience the platform as they did,...

What Makes You Tough to Compete With? It’s that thing customers value but competitors can’t seem to match. For Apple, it’s their integrated ecosystem of devices and services. Apple’s ecosystem...

From Gretzky to Popovich: What Sports Legends Teach Us About Business Value Have you ever wondered why some athletes struggle to transition from player to coach? This challenge isn’t just...

Centerline has been ranked #397 in the FA Magazine’s America’s Top RIAs list for 2024! See Article for full list: https://www.fa-mag.com/news/2024-ria-survey-and-ranking-rias-confront-their-own-success-78697.html?section=133

    This newsletter is limited to the dissemination of general information pertaining to the firm’s investment advisory services. This document is provided for informational purposes only and represents only...

How First Impressions Can Impact Your Company’s Value When potential acquirers first evaluate your business, most will quickly categorize it into a specific industry. This initial classification can significantly impact...

  https://www.forbes.com/profile/andrew-arnold/?list=best-in-state-wealth-advisors Data provided by SHOOK® Research, LLC – Data is based on information from a 12 month period ending 6/30/23 and awarded April 2024. (#45 in Kentucky – Andy...

Who does the selling inside your business? If you’re involved, your business will be less valuable than if you weren’t. Investors and acquirers are reluctant to invest in a business...

Click here to read article: https://www.investmentnews.com/planning/features/breaking-the-90k-college-barrier-252985

Click here to read article: When Navigating Windfalls Is a Rocky Road

The Roaring 2020s       This newsletter is limited to the dissemination of general information pertaining to the firm’s investment advisory services. This document is provided for informational purposes...

Big vs. Valuable Most founders aim to boost sales, but prioritizing top-line growth can attract low-quality revenue, potentially reducing your company’s value. To an acquirer, revenue quality varies. They prioritize...

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AARP Magazine – April/May 2024 Issue

Growth vs. Value We live in a business world where growth is worshiped. Entrepreneurs measure themselves by how many people they employ. Many founders dream about making lists whose sole...

2023 Winners & Losers: Source: Morningstar Direct, Bloomberg, Bespoke Investment Group and Dynasty Financial Partners As of 12/31/2023   S&P 500 Approaching All-Time Highs – Four themes dominated 2023: Artificial...

Just Add Capital If you’re looking to attract an investor or an acquirer one day, expect them to dig into your sales and marketing process. If you’re a company that...

The Switzerland Structure One of the eight factors that impact the value of your company is something the team at The Value Builder SystemÔ refers to as “The Switzerland Structure,”...

In the competitive third-party logistics (3PL) sector, Jay B Sauceda turned Sauceda Industries into a standout business, ultimately reaching $14 million in sales before being acquired by Cart.com. His secret...

 

Recap of Q3: Bad News Bears US Stocks fell -3.3% in the third quarter and experienced their first negative quarter since Q3 of 2022.  While equities surged in July, the...

If you aspire to build a valuable company, one crucial factor is to ensure your business can operate independently without your constant involvement, but embarking on this journey can feel...

French economist Jean-Baptiste Say characterized an entrepreneur as one who “shifts economic resources out of an area of lower and into an area of higher productivity and greater yield.” This...

INTRODUCTION A Louisville business owner in her early 60’s in the software/services industry was looking to sell and begin her retirement. She had created and operated a successful company that...

Background Serena and her husband were married for over 20 years. Unfortunately, they decided to divorce in 2023, and she was understandably devastated by this turn of events. The many...

Glass Half Bull Recap of Q2 2023: US Officially in a Bull Market US Stocks are officially confirmed to be in a Bull Market, with the S&P 500 rallying 20+%...

The initial impression customers have of your business often influences how much they decide to spend with your company. This is well known, but have you ever considered how first...

What is the Debt Ceiling? The Debt Ceiling is the amount of money the US Department of the Treasury is authorized to borrow to pay the nation’s bills. These bills...

Background Connor and Brenda decided to work with us in their mid 30’s. They had completed medical school and fellowships but were swimming in student loan debt. They had no...

How Are America’s Businesses Faring? Ask a Financial Advisor

A Crisis of Confidence Have you ever reflected on the foundation of the financial system? What comes to mind? Banks, investors, the stock market, the bond market, or the credit...

Transforming a distributor or reseller into a valuable company may seem like a daunting task. Distributors are usually not worth very much, because an acquirer reasons that without a point...

Background Jordan is in her late 50s and was a partial owner in her late husband’s business. She came to us when she was facing many challenges following the passings...

Last month, Darden, the owner of the Olive Garden restaurant chain, announced it was acquiring Ruth’s Chris, the legendary American steakhouse, for $715 million, implying a valuation of around one...

Market Insights & A Numerical Overview We trust everyone had a wonderful holiday season. Whether you reached your personal goals last year or faced challenges, a new year brings new...

Do your customers ever ask that you personally get involved in their account? If so, one of the best things you can do to improve the value of your business...