The Owner’s Dilemma: Balancing Wealth, Lifestyle, and Legacy
Protect your wealth, lifestyle, and legacy with smart financial planning, diversification, and advisory support. Written by Kate Vriner.
Transition Without Chaos: How to Protect Employees and Customers During a Sale
Learn how to protect employees, customers, and your legacy during a business sale with five proven transition strategies. By Kate Vriner.
Unlocking Hidden Value: What Buyers Look for That Owners Often Miss
Profitability isn’t enough. Discover hidden value drivers like recurring revenue and customer diversification. Written by Kate Vriner.
The Exit Timeline: How Early Planning Adds Millions to Your Business Value
Business owners who prepare 3–5 years in advance achieve higher valuations. Learn key steps to maximize your business value. By Kate Vriner.
Compliance and Sustainability: Turning Business Obligations into Opportunities
Compliance and sustainability protect your business and increase valuation. Learn five strategies to turn obligations into opportunities. By Kate Vriner.
Building a Growth Engine: The Keys to Consistent Revenue
Explore five strategies to build a predictable growth engine with sales systems, marketing, and partnerships. Written by Kate Vriner.
Technology & Risk: Why Businesses Can’t Afford to Be Complacent
Learn how to safeguard your business against cyber threats, downtime, and outdated systems with smart technology and risk management. By Kate Vriner.
Winning the Talent War: How Businesses Can Attract and Retain the Best People
Discover five proven strategies to attract and retain top employees, reduce turnover costs, and increase business value. Written by Kate Vriner.
Marathons & Investing - Getting Started (Copy) (Copy) (Copy)
In this fourth of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process. Today Joe discusses the well deserved post race recovery day.
What Are the Top Deal Killers When Selling a Business?
Avoid common pitfalls when selling your business. Learn the top 5 deal killers that can derail a sale and how Sunbelt Business Brokers can help you succeed.
Marathons & Investing - Race Day!
In this third of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process. Today's topic - the day where it all pays off: RACE DAY!
Marathons & Investing - Training Days
In this second of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process. This conversation is about the grind of training and how to push through it.
Beyond the Basics: How to Prepare Your Family Business for a Smooth Transition
Let’s talk about the practical steps you can take to make sure both your business—and your family—are ready for a successful transition.
Marathons & Investing - Getting Started
In this first of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process. Today's discussing reviews the literal first steps in the process.
Is a Family Transition the Right Fit for Your Business?
How do you determine if your children – or other family members - are the right fit for ownership?
Why Selling Local Matters: More Than Just a Deal
What made the event even more meaningful was seeing so many local businesses step up as sponsors, including two we recently helped transition to new ownership: Oregon Express and Bill’s Donuts.
Our Network
Kate Vriner discusses the expansive reach and impact of Sunbelt, the nation’s largest private network.
Insights into Sunbelt Business Advisors
Gerry Chadwick shares insights into Sunbelt Business Advisors and highlights the strength of the team behind its success.
Business Value & the Key Metrics That Drive It
Greg Beck, broker at Sunbelt, discusses the concept of business value and the key metrics that drive it.
