Most small business owners only interact with their accountant once a year. That single meeting often focuses on compliance, filing, and fixing what already happened. In Podcast #488 of the Small Business Money Mindset and Tax Truth series, the conversation challenges that model and explains why proactive, CFO-first financial leadership leads to better decisions, lower taxes, and sustainable growth.

Today’s topic we want to touch on is what the pool of potential buyers of your business, when we boil it down, are looking for. Now, if you’ve thought about selling your business–or are even just wanting to keep your options open, we want to help business owners, such as yourselves, reverse-engineer what private equity (PE) firms are evaluating so you can begin preparing now—before you may be even ready to sell. The goal is to position yourselves as a premium, investable company, not just a profitable one.