Business Forms, Financial Reports and Lists

If you own a small business, or work for one, you probably:

● Work too hard;

● Work too many hours; and

● Do not make as much money as you deserve.

Now, if you are like most of us small business owners, you probably:

● Are somewhat disorganized;

● Miss out on opportunities; and

● You do not make good use of the tools that are available.

To help you, we have created over 125 simple Excel documents, in several categories. Easy to use. Easy to customize. Most do not have calculations in them.

We designed them to help you save time,  expense and aggravation, based on our experience running a small business for 17 years.  Additionally, they will help increase your sales because you will see opportunities you never thought about.

Make your secure purchase with a credit card or  PayPal, and the files are emailed to you along with instructions. As you will see, our prices are far less than  the time value of you creating them yourself. You will see special offers on our Prices and Special Offers page.

Ask us for help, if you need it, and we will try to make sure you are satisfied.

Yes, we offer FREE SAMPLES and a free copy of the book we wrote, “How to Sell Your Small Business.” These sets are currently available. Click on the link for more information and a detailed listing of each form in that set:

Financial 30 documents

Marketing 20 documents

People 23 documents

Personal 8 documents

Operations 21 documents

Miscellaneous 16 documents

Financial Ratios: One document, 18 ratios

“How to Sell Your Small Business” 156 pp   8×11 ½

Selling Your Small Business - Only You Decide Its Value

by Rich Madzel, Business Match, Inc.

When I was a kid, my Aunt Sadie could tell when it was going to rain. If her knee hurt, it was; when, was another question. She would guess at that, and sometimes be correct, but it obviously was more coincidence than knowledge.

Moral of the story? Trying to determine what your small business is worth is a similar shot in the dark. There are too many issues involved to determine a real number. You can certainly say it is worth ‘x’ times earnings, but those ranges are usually 2 to 5 times, or whatever. The spread between two times $100,000 vs five times $100,000 is a pretty big number.

Don’t forget about the ‘when and how’ paid questions. All cash up front? No cash down, big bucks based on future earn out? If you don’t get it up front, there’s a very good chance you will not get it later.

Wait until your CPA advises you about the differences in tax rates for ‘goodwill’, fixed assets, non-compete clauses, etc. You will quickly learn that the buyer wants the amount paid to be allocated to different assets than you do, and the spread of tax rates is significant. My Uncle Sam (not related to my Aunt Sadie) enters the picture here with his opinion, which usually turns out to be the right one.

The idea that you want the best price for your business is a nice idea, but there is no such thing, as there may always be a better offer coming your way. The best idea is to establish a net figure (after tax) of how much you want for it, when you want it, and most importantly, how badly you want it.

If you are really determined to sell your business, at your price, do what you have to do to find the right buyer, and forget about counting the Washington’s, just count the Benjamin’s. Take the first good, firm offer, and get it sold.

A Day at the Chamber of Commerce

by Rich Madzel, Business Match, Inc.

An interesting event occurred at the Chamber office the other day. I heard it included free lunch, so I’m up for that. I walked in, and here’s what I saw:

A rather large group of people, recognized many of them, sort of hanging around and talking to each other. At first, I thought the free-lunch table was in their midst. They were constantly looking over their shoulder at the next group.

A smaller group of people, recognized just one or two of them, talking with each other, and once in a while, glancing over at the bigger group.

Then, I noticed one person, sort of circling the big group, much like the proverbial hunter seeking the weakest prey.

Finally, off in a corner, was one person, looking like he was deep in prayer.

Somewhat amused and confused, I started listening to the conversations in the first group. “Sure would like to sell my business. I talk to people, the brokers want too much commission, who knows what it’s worth …” You get the point.

The second, smaller group, was a bit more focused in their conversations. “We want to grow, but we need something very specific, at the right price, and there’s too many out there to figure out which is the right one for us.” Again, you get the point.

The loner made just one comment to me: “If I can find the right situation, I’ll pay cash today.” Whoa!

The prayer simply mumbled something about “Somebody will come along. I’m not really worried.” I didn’t have the heart to ask why he was praying at such a nice luncheon.

There’s a wonderful word in Yiddish for what was lacking in the room: Shadkhin, a matchmaker! If only each of these people could find a way to talk with the right person in the room, their problems would be on the way to solution. They each need a shadkhin.. A matchmaker, someone to bring them together with the right person, rather than talking with the wrong person, or no one at all.

Talking with the right person does not guarantee a deal, but it’s a good bet, there will be no deal without it. Find the right buyer, and selling your business gets easier.

Use the Telephone to Get Rich, Richer, Richest

By Rich Madzel, Business Match, Inc.

We all use the telephone, but probably not as effectively as we should.  Here is a program that will help you get Rich, Richer, and Richest.  (That’s how I remember my name!)

Here are the rules:

To get Rich:

Every business day, make two extra phone calls.

Two calls beyond what you would make anyway.

First thing in the morning, during lunch hour, or end of day.  Does not matter when; just make them.

You must have an objective in mind regarding the person you are calling. Can be to set an appointment, just touch base with someone, customer service, talk with a vendor … anything that has value to you.

You need only to dial the calls, even if you do not reach the person called.

Two a day, and over time, you will get Rich because some of them will be successful.

Now, to get Richer:

Same as above, but you must actually get to speak with the person you called.

This means you may make many calls, but it will be worth it.

OK, you have the idea.

Now, to get Richest:

Same as above, but you must actually achieve the objective of the call.

You will make many calls to accomplish the objective.

Comes to about 500 completed objectives in a year, which you would not have done without a focused program.

Do it:

Start the program with the first level until you have made it a habit. Figure on 10 to 20 days before it is part of your day.

Then go to the second level, again until it is a daily routine, and not a task to avoid. Maybe 10 or 20 days again.

Third level is harder, but really fun, because you can see the results.

Call me if it doesn’t work, and we’ll talk about it.