Plan for Post Tax Proceeds
This won’t come as a surprise, but nearly every business owner who […]
View ArticleWhen Do Earn-outs Really Work?
Here’s a universal truth about earn-outs: buyers love them and sellers hate […]
View ArticleBusiness Sale-ing into Retirement
Retirement planning is a long uphill battle. As financial planning professionals will […]
View ArticleThoughts on Exiting the Business (aka Work the Plan)
Here’s a quick one: A common objection we see from owners exploring […]
View ArticleWhat 2019 Means for Exit Planning: Is now the time to sell?
Heading into 2019 we are at a bit of a crossroads. With […]
View ArticleAre you Stuck in Neutral?
As people have settled into (my new, least-favorite phrase) the “New Normal,” […]
View Article8 Consequences of Not Having a Sound Business Exit Plan
Key Takeaways: From undervaluing to missing life goals and personal burn-out, not […]
View ArticleAn Entrepreneur’s Guide to Exit Alternatives
A successful company’s lifespan is practically unlimited. On the other hand, an […]
View ArticleThe 3 Value Levers: Earnings, Growth, Risk
The single greatest reason most owners fail to exit successfully is that […]
View ArticleWhat Is an Exit-Ready Company?
Have you ever considered why business owners decide to leave the businesses […]
View ArticleExit Planning for Second-Generation Business Owners
According to a 2021 study by PwC, only one-third of family-owned businesses […]
View ArticleUnderstand Valuation Drivers to Guide Value Accelerators
If you left your company today, would the business prosper or dwindle […]
View ArticleExit Planning for Family Businesses
The most challenging aspect of a family business is planning its succession. […]
View ArticleUsing a Valuation for a Shareholder Buyout
Shareholder buyouts frequently occur in closely held businesses and often are costly […]
View ArticleExit Planning: How to Develop a Plan
Unless you are a first-generation business owner, there’s a good chance you made a […]
View ArticleWhy Your Exit Plan Should Help Preserve Wealth?
The best exit plans don’t just provide the business owner an exit, […]
View ArticleExit Planning for Architectural Firms
Most principals of architectural firms don’t think about their exit until it’s […]
View ArticleCritical Factors for Exit Planning
Every year, many companies are sold for numerous reasons: no corporate successor, […]
View ArticleExit Planning for Professional Services Firms
A professional service firm, also known as a personal service business, sells […]
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