Topics and Events

New Year’s Resolution – Plan Your Exit

The New Year brings with it a time of renewal and a fresh perspective on business ownership and transition.  This newsletter is designed to provide some business-building ideas that you may choose to focus on as you re-build your business with your exit in mind. Goal...

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...

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