Take Five #156: SBA loan cushion rescues buyer after seller’s deal fatigue costs business its top customers, and more
Top five must-reads this week in the world of SMB acquisitions and operations
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Take Five #156: SBA loan cushion rescues buyer after seller’s deal fatigue costs business its top customers, and more
1. Lender rehashes searcher’s $27k lesson, including a $360k add-back oversight that ultimately killed the deal
2. Semi-deep dive into how to develop an AI-assisted finance department
Use AI-Powered Transactional Software
High-volume, repetitive processes (like Accounts Payable or expense approvals) benefit hugely from AI-enhanced software. Here’s how we did it at OpenAI:
Choose Smart Software: We adopted expense management software with built-in AI. It automated compliance checks, caught errors, and learned continuously. This immediately freed up time for strategic tasks.
Real-Time Compliance: AI tools flagged policy violations instantly, greatly reducing the manual workload and human error.
Encourage Continuous Improvement: AI-driven software gets smarter through feedback. Regular team input significantly improved software accuracy and reduced corrections over time.
Read the rest of OnlyCFO’s post here.
3. SBA loan cushion rescues buyer after seller’s deal fatigue costs business its top customers
4. Risk Ratio Index: Calibrated risk is where the gains typically exist
5. Podcast: “Why Networks are Your MOAT and Competitive Edge (And How to Build Them?)”
In this HoldCo Builders episode, host Mikk Marcus aka PrivatEquityGuy zeros in on how to build a powerful, compounding network through the lens of investor Alix Pasquet’s insights. From using the “Triad” strategy to becoming valuable to the right people, the episode explores how networks serve as both a competitive edge and a safety net in business and investing. Packed with actionable tips on generosity, persistence, and long-term thinking, it’s a must-listen for anyone looking to grow meaningful connections that truly matter.
Loved what you read? Subscribe to Take Five to get our top quick reads every week from the team at Kumo. Kumo aggregates thousands of sources into one easy-to-use platform so that you can spend less time sourcing, and more time closing deals.