Blumberg Advisory Group, Inc.

09/09/2026

Recent M&A data offers encouraging news for owners of smaller businesses.

Private-equity buyers are paying attractive multiples for companies that can be added to businesses they already own. However, not every business will earn a premium.

The most valuable add-ons give an established platform something it needs—new customers, geographic coverage, skilled employees, complementary services or recurring revenue. Buyers will also consider whether the company can be integrated and continue performing without its owner.

Sellers must look beyond the headline valuation. A higher offer may include an earnout, seller financing or rollover equity that leaves part of the purchase price at risk.

My latest article explains what rising add-on valuations mean for business owners and how to position a company for the right buyer.

Read “Why Private Equity Pays More for Strategic Add-On Deals” https://www.blumbergadvisor.com/blog/private-equity-is-paying-more-for-small-add-ons

If you are considering a future sale, schedule a complimentary conversation at www.callmichael.net.

Learn why private equity pays more for strategic add-ons and how sellers can strengthen fit, reduce integration risk, and improve cash received at closing.

07/07/2026

How valuable is your business... really?

Many business owners focus on growing revenue, but hidden risks can quietly reduce enterprise value, limit growth, and weaken future exit options.

Join Beth Kaufman, Financial Professional with Equitable Advisors, and Michael Blumberg, CEO of Blumberg Advisory Group, for a live executive briefing:

Business Killers: 6 Risks that Destroy Value and Exit Options

We'll discuss six common risks—including owner dependency, poor processes, cash flow gaps, lack of systems, legal exposure, and no exit plan—and what you can do to build a stronger, more valuable, and more transferable business.

📅 Tuesday, July 14, 2026
🕛 12:00 PM ET

Reserve your spot: https://qrco.de/bgogHE

04/23/2026

If every decision goes through you, buyers see risk.

Businesses that run without the founder:
• Attract stronger buyers
• Require fewer earn-outs
• Command higher multiples

Evaluate your business’s autonomy.

Download the eBook to find out: https://bit.ly/the-8-key-drivers-of-company-value-ebook

04/16/2026

Is your churn tanking your valuation?

Buyers study referrals and lifetime value for one reason: to see if your growth is sustainable.

High retention lowers risk and hikes your multiple. Don't leave your exit to chance.

Grab the eBook here: https://bit.ly/the-8-key-drivers-of-company-value-ebook

04/09/2026

Being the cheapest is a race to the bottom.

True valuation isn't built on discounts; it’s built on differentiation.

Differentiation → Pricing Power
Pricing Power → Fat Margins
Fat Margins → Massive Valuation

Strategic positioning isn’t branding. It’s a valuation strategy.

See what buyers are measuring.

Download the eBook today: https://bit.ly/the-8-key-drivers-of-company-value-ebook

04/02/2026

Predictable revenue equates to a higher valuation.

Recurring revenue reduces risk, stabilizes cash flow, and boosts buyer confidence. One-time sales create uncertainty; renewals create opportunity.

See how your revenue model impacts multiples.

Download the eBook today: https://bit.ly/the-8-key-drivers-of-company-value-ebook

03/30/2026

One of the biggest mistakes business owners make is waiting too long to think about exit planning.

By the time many owners begin preparing for a sale, their ability to influence enterprise value is already limited.

That’s one reason I’m particularly excited to co-present this session with Russ Romano.

Russ brings the financial-planning perspective, and I’ll discuss how owners can build enterprise value long before an exit.

Together, we’ll explore how owners can transform their companies into valuable, transferable assets that support long-term financial independence.

Because the goal isn’t just building a successful business.

The goal is to build a business that ultimately creates freedom and options.

March 31 | 11:00 AM ET

Register here: https://www.blumbergadvisor.com/building-enterprise-value-financial-freedom

03/26/2026

Buyers don’t just pay you.

They fund your working capital too.

If your business burns cash, your payout shrinks.

Working capital inefficiency quietly cuts enterprise value.
Most owners only notice during due diligence.

Understand the math before it costs you.

Download the eBook today: https://bit.ly/the-8-key-drivers-of-company-value-ebook

03/23/2026

One of the things I’m most excited about for our upcoming executive briefing is the opportunity to co-present with Russ Romano.

Russ brings deep expertise in financial planning for business owners, while my focus is on helping owners increase enterprise value and build transferable companies.

The truth is, these topics are two sides of the same equation.

A business owner might build a very successful company…
But without aligning enterprise value with personal financial strategy, the outcome may fall short of the financial freedom they expected.

In this session, we’ll discuss:

• How to determine what your business must be worth
• The hidden friction costs owners face when selling
• How to align business growth with long-term financial goals

If your business represents a significant portion of your net worth, this will be a valuable conversation.

March 31 | 11:00 AM ET

Register here: https://buff.ly/1Sv9zlb

03/19/2026

Customer concentration quietly erodes valuation.

When one client drives 30% of revenue, buyers see risk and lower their offer. The same applies to supplier reliance, key employee dependence, and single-channel sales.

Diversification protects leverage and increases multiples.

Download the eBook and assess your risk exposure: https://bit.ly/the-8-key-drivers-of-company-value-ebook