David C Barnett Small Business and Deal Making M&A SMB
David C Barnett
500 episodes
5 days ago
• “Is the Inventory Added or Included in the Price of a Business?” video https://www.youtube.com/watch?v=X6L_dS2gRYs
• LIVE: Neal Isaacs — Seller Journeys with Business Brokers” https://www.youtube.com/live/-7vt5Ef-9i8
***
This week, I’m digging into one of the most common frustrations I hear from business buyers — poorly prepared CIMs and business profiles.
If you’ve ever tried to review a deal only to find missing financials, no balance sheet, or vague “adjusted income” numbers that make no sense… you’ll want to watch this one.
In this video, I break down the top errors business brokers make when preparing CIMs, including:
-Missing balance sheets and working capital details
-No asset list or equipment valuation
-Sloppy or missing normalization adjustments
-And why not accounting for the owner’s time completely skews earnings
Whether you’re a buyer trying to make sense of bad info or a seller who wants to present your business properly, this will help you understand what a real, professional SIM should look like.
Watch the full video here: https://youtu.be/bKu7n20H750
#BusinessBroker #BuyASmallBusiness #SellYourBusiness #BusinessProfile #SIM #BusinessValuation #Entrepreneurship #DavidCBarnett
***
YouTube Chapters
00:00 – Intro
01:25 – What a SIM (Confidential Information Memorandum) Should Be
04:15 – Mistake #1: No Balance Sheet or Working Capital Info
08:30 – Mistake #2: Missing Asset List or Equipment Values
12:40 – Mistake #3: Poor or Missing Normalization Adjustments
18:00 – Mistake #4: No Account of the Owner’s Time or Role
22:20 – Why These Gaps Waste Everyone’s Time
25:15 – How Proper CIMs Help Sellers and Buyers
28:00 – Why My Team Builds Complete Business Profiles for Clients
30:45 – Final Thoughts & How to Prepare the Right Way
#BusinessBroker #BusinessProfile #SIM #BuyASmallBusiness #SellYourBusiness #BusinessValuation #EntrepreneurTips #BusinessDeals #SMB #DavidCBarnett
****
- Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com
****
Do Business with David using these incredible internet links...
- David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com
- Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com
- Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com
- Get help selling your business, https://www.HowToSellMyOwnBusiness.com
- Get better organized in your business, https://www.EasySmallBizSystems.com
- Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com
- Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com
-Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com
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• “Is the Inventory Added or Included in the Price of a Business?” video https://www.youtube.com/watch?v=X6L_dS2gRYs
• LIVE: Neal Isaacs — Seller Journeys with Business Brokers” https://www.youtube.com/live/-7vt5Ef-9i8
***
This week, I’m digging into one of the most common frustrations I hear from business buyers — poorly prepared CIMs and business profiles.
If you’ve ever tried to review a deal only to find missing financials, no balance sheet, or vague “adjusted income” numbers that make no sense… you’ll want to watch this one.
In this video, I break down the top errors business brokers make when preparing CIMs, including:
-Missing balance sheets and working capital details
-No asset list or equipment valuation
-Sloppy or missing normalization adjustments
-And why not accounting for the owner’s time completely skews earnings
Whether you’re a buyer trying to make sense of bad info or a seller who wants to present your business properly, this will help you understand what a real, professional SIM should look like.
Watch the full video here: https://youtu.be/bKu7n20H750
#BusinessBroker #BuyASmallBusiness #SellYourBusiness #BusinessProfile #SIM #BusinessValuation #Entrepreneurship #DavidCBarnett
***
YouTube Chapters
00:00 – Intro
01:25 – What a SIM (Confidential Information Memorandum) Should Be
04:15 – Mistake #1: No Balance Sheet or Working Capital Info
08:30 – Mistake #2: Missing Asset List or Equipment Values
12:40 – Mistake #3: Poor or Missing Normalization Adjustments
18:00 – Mistake #4: No Account of the Owner’s Time or Role
22:20 – Why These Gaps Waste Everyone’s Time
25:15 – How Proper CIMs Help Sellers and Buyers
28:00 – Why My Team Builds Complete Business Profiles for Clients
30:45 – Final Thoughts & How to Prepare the Right Way
#BusinessBroker #BusinessProfile #SIM #BuyASmallBusiness #SellYourBusiness #BusinessValuation #EntrepreneurTips #BusinessDeals #SMB #DavidCBarnett
****
- Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com
****
Do Business with David using these incredible internet links...
- David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com
- Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com
- Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com
- Get help selling your business, https://www.HowToSellMyOwnBusiness.com
- Get better organized in your business, https://www.EasySmallBizSystems.com
- Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com
- Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com
-Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com
Spiritual Intelligence in Small Business | How Purpose & Alignment Drive Success
David C Barnett Small Business and Deal Making M&A SMB
58 minutes
1 month ago
Spiritual Intelligence in Small Business | How Purpose & Alignment Drive Success
What does spiritual intelligence have to do with running a business? More than you might think.
In this Livestream David C. Barnett talks with Dr. Yossi Amram, author, researcher, and leadership expert, about how spiritual intelligence can transform the way you lead, inspire teams, and find deeper purpose in your business.
Together, they explore how values like truth, meaning, grace, wisdom, and transcendence can help entrepreneurs stay grounded, build better relationships, and improve bottom-line results — without losing their sense of self.
📌 What You’ll Learn:
What “spiritual intelligence” really means (beyond religion)
How it affects leadership, morale, and business outcomes
The 5 key domains of spiritual intelligence
How purpose and gratitude can transform your company culture
Practical steps to align your business with your personal mission
🎧 Guest: Dr. Yossi Amram
https://awakeningsi.org/
https://www.linkedin.com/in/yosiamram/
🎙️ Host: David C. Barnett — DavidCBarnett.com
👉 Learn how to buy or grow a business: BusinessBuyerAdvantage.com
👉 Selling your business? Start here: HowToSellMyOwnBusiness.com
--
CHAPTERS:
00:00 Livestream Intro | Spiritual Intelligence in Small Business
02:00 Meet Dr. Yossi Amram
04:20 From Tech CEO to Spiritual Researcher
08:40 What Is Spiritual Intelligence?
12:10 Emotional vs. Spiritual Intelligence
15:00 The Five Domains of Spiritual Intelligence
17:00 1. Meaning & Purpose in Business
21:00 2. Grace | Trust, Joy & Gratitude
24:30 3. Truth | Alignment & Integrity at Work
29:00 4. Consciousness & Wisdom in Leadership
33:30 5. Transcendence | Building Connection & Team Spirit
38:00 Applying Spiritual Intelligence in Small Business
43:30 Case Study | Kevin’s Story
48:00 Gratitude & Alignment in Daily Leadership
52:00 Using Intuition in Business Decisions
57:00 Future Research on Relationships & SI
01:02:00 How Small Business Owners Can Start Practicing SI
01:06:00 Closing Thoughts & Resources
#SpiritualIntelligence #SmallBusiness #Entrepreneurship #LeadershipDevelopment #BusinessGrowth #BusinessStrategy #MindfulLeadership #EmotionalIntelligence #BusinessSuccess #DavidCBarnett #EntrepreneurMindset
****
- Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com
****
Do Business with David using these incredible internet links...
- David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com
- Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com
- Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com
- Get help selling your business, https://www.HowToSellMyOwnBusiness.com
- Get better organized in your business, https://www.EasySmallBizSystems.com
- Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com
- Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com
-Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com
David C Barnett Small Business and Deal Making M&A SMB
• “Is the Inventory Added or Included in the Price of a Business?” video https://www.youtube.com/watch?v=X6L_dS2gRYs
• LIVE: Neal Isaacs — Seller Journeys with Business Brokers” https://www.youtube.com/live/-7vt5Ef-9i8
***
This week, I’m digging into one of the most common frustrations I hear from business buyers — poorly prepared CIMs and business profiles.
If you’ve ever tried to review a deal only to find missing financials, no balance sheet, or vague “adjusted income” numbers that make no sense… you’ll want to watch this one.
In this video, I break down the top errors business brokers make when preparing CIMs, including:
-Missing balance sheets and working capital details
-No asset list or equipment valuation
-Sloppy or missing normalization adjustments
-And why not accounting for the owner’s time completely skews earnings
Whether you’re a buyer trying to make sense of bad info or a seller who wants to present your business properly, this will help you understand what a real, professional SIM should look like.
Watch the full video here: https://youtu.be/bKu7n20H750
#BusinessBroker #BuyASmallBusiness #SellYourBusiness #BusinessProfile #SIM #BusinessValuation #Entrepreneurship #DavidCBarnett
***
YouTube Chapters
00:00 – Intro
01:25 – What a SIM (Confidential Information Memorandum) Should Be
04:15 – Mistake #1: No Balance Sheet or Working Capital Info
08:30 – Mistake #2: Missing Asset List or Equipment Values
12:40 – Mistake #3: Poor or Missing Normalization Adjustments
18:00 – Mistake #4: No Account of the Owner’s Time or Role
22:20 – Why These Gaps Waste Everyone’s Time
25:15 – How Proper CIMs Help Sellers and Buyers
28:00 – Why My Team Builds Complete Business Profiles for Clients
30:45 – Final Thoughts & How to Prepare the Right Way
#BusinessBroker #BusinessProfile #SIM #BuyASmallBusiness #SellYourBusiness #BusinessValuation #EntrepreneurTips #BusinessDeals #SMB #DavidCBarnett
****
- Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com
****
Do Business with David using these incredible internet links...
- David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com
- Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com
- Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com
- Get help selling your business, https://www.HowToSellMyOwnBusiness.com
- Get better organized in your business, https://www.EasySmallBizSystems.com
- Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com
- Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com
-Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com
