Achieving financial independence is the most important goal for business owners who want to exit their businesses successfully. The importance of achieving this goal is so great that it may… read more →
Most owners look to the value of their businesses as the chief source of liquidity for their post-exit lives. Therefore, most owners need to know the value of their companies… read more →
Many business owners eventually reach a crossroads where their families want them to slow down and take it easy, even if they aren’t ready to. This can be even more… read more →
Yeah, I’m the taxman. And you’re working for no one but me. -George Harrison Selling your business comes with major tax implications. You likely don’t want to pay any more… read more →
Many business owners choose to sell their businesses to third parties for several reasons. If you’re thinking about pursuing a third-party sale as your business exit strategy, consider these four… read more →
Running a successful business that generates wealth is incredibly satisfying. If there’s a downside to it, it’s that much of that wealth is generally illiquid, unless you sell the business… read more →
As a business owner, you make decisions constantly that you believe will reduce your risk and/or improve your business outcomes. There are countless ways to do this. In this article,… read more →
One of the most important goals of Exit Planning is to position business owners for post-exit financial security. To do that, business owners and their advisors must have several pieces… read more →
Cash flow is one of the most important factors in a business exit. Today, we look at why securing a professional estimate of your company’s cash flow is crucial to… read more →
Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners avoid taxes and achieve financial security. The ideal Exit Plan (one that… read more →