Topics and Events

Management Buyouts

Considering a Business Transfer to a Management Team Your core management team was likely instrumental to building your successful business enterprise - and it may seem natural that they should be the ones most likely to succeed you on your business exit.  Without...

The Many Values of Your Business

Understand The Value of Your Company All business owners want to know the ‘value’ of their business.  You, as an exiting owner, need to understand that the value of your company is a ‘range concept’ - there is no single value for the shares of your privately held...

Family Business Dynamics

In any family business dynamic, balancing the “family” with the “business” can be more difficult than managing the business itself.  This is particularly true upon the transfer of the business to family successors.  Whether the business transfer is planned via gifting...

Exit Strategies and Estate Planning

Properly planning for one's estate should be an ongoing and developing process for all business owners, re-visited in light of any changes to the estate tax laws or changes in your financial situation or business exit strategy decisions.  Following the sale or...

Exit Strategies & Legal Agreements

Whether selling, transferring, or otherwise exiting your business, legal agreements will be a necessary major step in a successful business exit strategy. Learning about these legal agreements today will save an exiting owner time and questions later, when he or she...

Exiting Strategies & Diversification

Are your prepared for trying times? Today’s financial environment may be promising, but tomorrow may provide plenty of reasons to take another look at how your business is positioned relative to your personal plans for an exit.  In preparation of unforeseen trying...

Sign Up for our Free Newsletter

Sign Up Now

Your information will never be shared or sold