Saza Insights

Back on October 12th, we showed owners of privately held businesses a powerful approach to valuing their firms. Our webinar demonstrated a process built on analytics and big data that provides owners with a timely and cost-effective business valuation. Further, the output includes 12 key performance indicators (KPIs) highlighting where a firm is strong or weak vs. peers. Owners can use this valuation to 1) create and execute a business plan for increasing value, 2) include in a personal financial plan, and 3) prepare to ultimately exit the business.

"Fall is in the air", a phrase meant for crisp temps, colorful leaves ... and falling investment markets in 2022. In our latest Market Review, we share how a recession is still a future event, why the Fed has been so aggressive in raising rates, what's up with the U.S. dollar, and which areas of the stock and bond markets we prefer given this environment.

Business owners face unique financial planning challenges given the overlap between their business and personal finances. The right approach addresses both, offering integrated solutions for tax, cash flow, investment & risk management. In this webinar, we walk through a case study and integrated plan for a small business owner.

The Russian invasion of Ukraine posed a negative surprised to what was already a nervous market. In this video, we share our perspective on how investors can assess the new environment and decide on the best course of action for their portfolios.

Our key takeaways from the NFIB's latest report on the state of small business

"Being intentional with your time, being mindful with your actions, and being meaningful with others."