Reviewing business risks—and the consequences of inaction— with business owners can be the difference between their successful exit from their business and no exit at all. It’s a fact of… read more →
This white paper is dedicated to the owner seeking to exit his or her business in style. Acquiring other businesses is a tool that business owners use to grow their… read more →
Incentivizing employees, especially management, to remain with the business after the owner leaves is a critical piece of the Exit Planning puzzle. This white paper will explain why employee incentive… read more →
If business owners want to grow their businesses, it’s practically a given that they must change their roles within the business at some point. Peter Drucker, who is widely considered… read more →
For many of your business owner clients, business continuity planning means simply signing a buy-sell agreement early in the company’s life and filing it away. As we know, most buy-sell… read more →
Successful business owners often wrestle with the issue of how to pass wealth to children in a way that legally minimizes their tax bills. This white paper explains how such… read more →
This white paper describes 10 deal pitfalls (in no particular order) that each have the capability to derail a deal, some more effectively than others. All of these pitfalls are… read more →
When business owners start to think about exiting their companies, the number of possible Exit Paths can seem limitless. In reality, there are only eight. This white paper will guide… read more →
When business owners first think about their business exits, their minds can wander to all of the things they think they must do right away. Before they jump into any… read more →
Knowing what a business is worth is one of the foundations of planning a business exit. Unless business owners know what their businesses are worth, it’s difficult—if not impossible—for them… read more →