Topics and Events
How Much of the Future is in Your ‘Exit’ Planning?
Small businesses – those with a few million in revenue to approximately $50 million in revenue – are often run by their founders. And because these founders were generally experts in their fields before they were tasked with running an enterprise, they tend to...
Comparing Business Growth Planning and Exit Planning
As the owner of a privately held business, the majority of your net worth is likely tied to the value of the privately held business that you own. If most of your wealth is inside of your business, then you are likely interested in (i) increasing the value of your...
A Growth Plan Can Help You With Your Exit Plan
This newsletter is written for business owners who are considering and/or executing a plan to exit their privately-held business. As you decide upon the optimal exit option to meet your personal and business goals, as well as the path that works best for you and all...
Committing to Growth and Exit Planning Is the First Step to Success
There is an old saying that 'doing the same thing over and over again and expecting a different result is the definition of insanity’. As the owner of a privately held business, it is likely true that a majority of your personal net worth is tied to your illiquid...
What Does the Term ‘Exit Planning’ Mean to You?
There are millions of Baby Boomers heading into retirement age that own privately-held businesses. The emerging industry called ‘exit planning’ is actually a combination of services that deliver solutions to owners such as yourself as we all look to transition to the...
How Personal Add-backs Impact Exit Values for Owners
As a business owner who may be thinking about planning for your exit in the next two (2) to ten (10) years, it is important to know how your personal and one-time expenses in the business will impact the value that you will receive. Because the sale or transfer of a...