One of a business owner’s greatest challenges is to attract, motivate, and keep key employees. Keeping key employees is absolutely critical if the business is to be sold at the… read more →
Owners wishing to sell their businesses to management (i.e., key employees) face two unpleasant facts: Their employees have no money and they cannot borrow a sufficient quantity to cash out… read more →
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 →
In the previous issue of this newsletter, we made a strong case for creating a buy-sell agreement for co-owned businesses. To summarize, if owners agree in advance of any transf… 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 →