Topics and Events
What is and is not Business Owner Exit Planning
This newsletter is written for business owners who are starting to think about a future transition from their company. Commonly known as an ‘exit plan’, this form of planning is relatively new to the marketplace so there is often a bit of confusion both as to what...
Thinking Strategically About Your Exit While Economic Recovery Is Still Uncertain
This newsletter is for owners who have the majority of their wealth locked in their privately-held business and are postponing planning for their future because of today’s difficult economy and uncertain recovery. A planning process, in essence, is one that looks out...
Charitable Gifting in Exit Transactions
Many business owners consider the wealth that they have accumulated in their businesses not only the product of years of hard work but also the result of blessings and good fortune that others have bestowed upon that owner to help on his/her path to success. And,...
Your Exit Plan is a Living Document
We’ve all done it. We paid a consultant to assess our current situation and then did not follow through on the recommendations. The final product of the assessment and the written report sits on a shelf. And, although the answers to many of our issues are provided...
Balancing Your Post-Exit Lifestyle with the Need to Run Your Business
There are short-term and long-term needs for your business. When thinking about an exit, you are considering the long-term implications to your business and life, while simultaneously balancing the short-term needs of your business. The saying here is ‘not to take...
Closing the Exit Value Gap: Will Any Reasonable Price for the Sale of Your Business be Enough?
This newsletter examines the important topic of whether or not you will be able to separate yourself, financially, from your privately-held business. The real question here is whether any reasonable price that is paid for the sale of your business will be enough for...