Budget Tips & Frameworks

Budget Tips & Frameworks

It’s budget season and I thought it would be helpful to gather previous blog posts covering some practical tips. The key advice we give clients is quite simple: Treat budgets as an opportunity to meet as a team to agree policies for next year. Examples of...
Entrepreneurship

Entrepreneurship

40 years scaling 17 businesses teaches you some hard lessons. Here are a few on 7 slides. I hope it saves you time. Entrepreneurship Ian@TPPBoston.com Ian Smith is the founder of The Portfolio Partnership, a Value Creation Company. We build businesses buyers love to...
Get Ahead of AI

Get Ahead of AI

The power of AI is no longer reserved for the world’s biggest brands, and incorporating AI as a foundational component of your marketing operations is no longer optional. Knowing this, many of our clients have reached out to us asking where to begin. You called, we...
The Essence of M&A

The Essence of M&A

As the volume of M&A picks up, it’s always worth a quick recap of what’s important. The research still points to failure between 50% to 70% of the time. I thought you might enjoy the Essence of M&A in 6 slides. M&A in 6 slides Stay in touch....
Scaling For Safety – 20 Point Plan

Scaling For Safety – 20 Point Plan

It might feel counterintuitive but staying small can be risky. And small is where most US firms are! There are 5.4 million companies out of 6.1 million with 20 employees or less. That’s 89% of US companies. At that size it’s tough to make money. However...
10 Missed Opportunities To Create Value

10 Missed Opportunities To Create Value

In our experience over the last 30 years, working with entrepreneurs, there are ten initiatives that are missing from their action list. These missed opportunities are the cause of disappointment when it comes to the exit process. These areas are heavily scrutinized...