Playbooks ~ Small Business Guides
Straight answers on valuing, growing, and advising small businesses.
Advisor Tools & Software
AdvisorsCompare the platforms an advisory practice runs on.
- Best Small Business Advisor Software in 2026: We Compared the Top PlatformsWe compared the top business advisor software platforms for valuation, reporting, and client diagnostics. Here is what a new advisory practice should use in 2026.
- Best Tools for Fractional CFOs in 2026Best tools for fractional CFOs in 2026: compare Fathom, Spotlight, PlanGuru, Jirav, and an all-in-one for reporting, forecasting, and valuation.
- Best Business Valuation Software for Advisors in 2026Best business valuation software for advisors in 2026: compare BizEquity, Valutico, ValuAdder, CoreValue, and Equidam on pricing, self-serve access, and methodology.
- The Best BizEquity Alternatives for Advisors in 2026Looking for a BizEquity alternative? Compare self-serve options like Equidam and ValuAdder, deal-grade Valutico, and an all-in-one advisor platform in 2026.
- Best Value Builder System Alternatives in 2026Weighing Value Builder System's $999/mo plus $7,500 certification? Compare CoreValue, Capitaliz, Cultivate Advisors, and deliverable-producing alternatives in 2026.
- Best Cash Flow Forecasting Software for Advisors in 2026Best cash flow forecasting software for advisors in 2026: compare Float, Fathom, Spotlight Reporting, PlanGuru, and Jirav on price and depth.
Start an Advisory Practice
AdvisorsHow to launch and price a business advisory service.
- How to Start a Business Advisory Practice in 2026Learn how to start a business advisory practice in 2026: pick a niche, price your services, land your first clients, and choose the right tools.
- How to Become a Business AdvisorWhat it takes to become a business advisor in 2026: background, certifications, first steps, and what advisors typically earn.
- How to Start a Fractional CFO PracticeHow to launch a fractional CFO practice in 2026: pricing your retainer, finding clients, and the tools you need to deliver fast.
- How to Become a Business CoachHow to become a business coach in 2026: certification options, choosing a niche, pricing models, and getting your first clients.
- How to Start a Consulting Business in 2026How to start a consulting business in 2026, with or without prior experience: niche, structure, pricing, and first clients.
- How to Move From Bookkeeping to Advisory Services (CAS)How bookkeepers and accountants move into client advisory services (CAS): what to offer, how to price it, and what the transition typically takes.
- How Much Do Business Advisors Charge in 2026?2026 rate benchmarks for business advisors and fractional CFOs: hourly rates, monthly retainers, and why most advisors are moving to value pricing.
- How to Get Your First Advisory ClientHow new business advisors land their first client: referral partners to target, what to offer first, and how long it typically takes.
- How to Price Advisory Services (Retainers and Value Pricing)A practical guide to pricing advisory services with monthly retainers and value pricing instead of hourly billing, with 2026 benchmark ranges.
Client Engagements
AdvisorsRun diagnostics, valuations, and reviews for your clients.
- How to Do a Business Health Check for a ClientA step-by-step framework advisors use to run a client business health check: cash, profitability, concentration, and market position, scored and ranked.
- How to Value a Client's Business (Fast and Defensibly)How advisors use the SDE multiple method to produce a fast, defensible business valuation range without a formal appraisal.
- KPIs Every Business Advisor Should Track for ClientsThe core cash, profitability, and customer KPIs advisors should track for small-business clients, and how often to review them.
- How to Run a Client Discovery MeetingA three-block structure advisors use to run a client discovery meeting: financial reality, goals, and risk, in under an hour.
- How to Write a Business Advisory ReportThe five-section structure advisors use to write a client-ready business advisory report that actually gets read and acted on.
Valuation & Exit
OwnersWhat your business is worth and how to sell it for more.
- What Is My Business Worth? How to Value a Small Business in 2026What is my business worth? Learn the SDE multiple formula, how to calculate your value, and what raises or lowers your multiple before you sell in 2026.
- How Many Times Revenue Is My Business Worth?Most businesses sell for 0.3x to 0.8x revenue, not 2 to 3.5x. Learn why revenue multiples and SDE multiples are different, and how to convert one to the other.
- How to Increase the Value of Your Business Before SellingRaising your business's value means growing SDE and raising your multiple. See the specific moves, in order, that increase what a buyer will pay.
- How to Sell Your Business for MoreSelling for more takes preparation, competitive tension, and timing, not just a bigger asking price. See what actually moves the final number.
- How Much Can I Sell My Business For?Most small businesses sell for 2x to 3.5x SDE, median around $350,000. See the formula, a worked example, and what changes your actual number.
- SDE vs EBITDA: Which One Values Your Business?SDE adds back owner salary, EBITDA doesn't. Learn which measure applies to your business, how the add-backs differ, and a worked side-by-side example.
- How to Make Your Business Run Without YouOwner dependence quietly discounts your business's value. See the specific steps to document systems, delegate, and prove the business runs without you.
- How to Prepare Your Business to Sell in the Next 1~2 YearsPlanning to sell in 1~2 years? Here's the exit-prep checklist and timeline owners use to fix value gaps before a buyer finds them.
Cash Flow & Profit
OwnersKeep more of what you earn and never run out of cash.
- Should I Pay Business Expenses With a Credit Card? The Cash Flow CasePaying business expenses with a credit card keeps cash in your account 21+ extra days and earns 1.5%~2% back. Here is the math, when card fees are worth paying, and when to avoid it.
- Why Is My Business Profitable but I Have No Cash?Your books show a profit but your bank account says otherwise. Here's where the money actually goes, and how to close the gap.
- How to Improve Cash Flow in a Small BusinessPractical levers to free up cash this month: faster invoicing, slower payables, and tighter inventory. Here's where to start.
- Cash Flow vs Revenue: Why the Busy Business Is BrokeRecord revenue doesn't mean cash in the bank. Here's why growing businesses run out of money, with real examples.
- How to Increase Your Profit MarginThe top levers for improving profit margin, ranked by dollar impact. Price moves the needle more than most owners think.
- The Fastest Way to Increase Cash Flow This MonthNeed cash now? Here are the fastest, real moves owners can make this week to collect money already owed to them.
- The 5 Numbers Every Business Owner Should KnowRevenue, gross margin, net profit, cash buffer days, and CAC: the five numbers every small business owner should track to avoid a cash crisis.
Growth & Marketing
OwnersWin customers and grow revenue without wasting spend.
- How to Grow Your Business: The 4 LeversEvery business grows through 4 levers: more customers, bigger transactions, more frequency, and higher prices. Here's how to use each one.
- How to Run a Marketing Campaign for a Small BusinessA step-by-step framework for running a small business marketing campaign: goal, target customer, channel, budget, and measurement.
- How to Identify Your Target MarketLearn how to define your target market by studying your best existing customers and finding more people who look like them.
- How to Get More Local Customers Without Spending on AdsReviews, referrals, and local search accuracy drive most local buying decisions. Here's how to grow local customers without an ad budget.
- How to Grow Revenue Without Spending More on AdsRetention, referrals, pricing, and upsells can grow revenue faster and cheaper than more ad spend. Here's how each one works.
- How to Scale a Small BusinessScaling a small business means building systems, not working harder. Learn what to systemize, when to hire, and which growth levers pay off first.
- Scaling vs Growing a Business: What's the Difference?Growing adds revenue and cost together. Scaling adds revenue while costs grow slowly. Here's how to tell which stage your business is in.
- Word of Mouth Marketing for Small BusinessWord of mouth marketing turns happy customers into your best sales channel. Learn how to build a referral and review engine that runs on its own.
- How to Write a Business Growth PlanA business growth plan should fit on one page. Learn the simple framework for setting a target, picking growth levers, and assigning owners.
- Customer Retention Strategies for Small BusinessRetention is the cheapest growth lever most small businesses ignore. Learn practical strategies to keep customers and grow profit without new ad spend.
Pricing
OwnersSet prices that protect your margin and your customers.
- How to Raise Prices Without Losing CustomersLearn the math behind a price increase and how to communicate it so customers stay. A 1% price rise can lift operating profit by about 8%.
- How to Price Your Products and ServicesCost-plus vs value-based pricing explained, with a simple method for setting prices that protect margin and reflect what customers actually pay for.
- Pricing Strategies for Small BusinessA plain-language overview of cost-plus, value-based, competitive, premium, and penetration pricing, and when to use each one.
- How to Price a Service BusinessHow to price labor and services for real profit: calculating true cost per hour, choosing hourly vs flat-rate vs value pricing, and raising rates.
Competitive Intelligence
OwnersKnow your market, your rivals, and your whitespace.
- What Is Whitespace Opportunity (and Why It Matters)Whitespace opportunity is the unmet demand competitors miss. Learn what it means, how to spot it in your local market, and why it beats head-on competition.
- Why You Need to Know Your CompetitionCompetitive awareness shapes every pricing and growth decision a small business makes. Here's why ongoing competitive intelligence matters and how often to check.
- How to Do a Competitive Analysis for a Small BusinessA step-by-step framework for a small business competitive analysis: who to include, what to compare, and how to turn the findings into action.
- How to Find Your Market PositionLearn how to map where your business sits on price and quality versus competitors, and what to do when your price and perception don't match.
- How to Identify Your Competitive AdvantageLearn the three-test framework for finding a real competitive advantage, common sources of edge for small businesses, and how to tell if it's working.
