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 →