Topics and Events
Theoretical Dollars versus Actual Dollars in Your Exit
Millions of baby boomer owners are marching into retirement age with the majority of their net worth trapped in their illiquid businesses. These owners need to turn their illiquid business into cash or find another way for that asset to continue to provide income to...
The Many Roles of an Exiting Owner (Including How You Can Take Your ‘Exit Compensation’)
Business owners do many jobs at their companies. From chief cook to bottle washer, the privately-held business owner understands that the buck stops with them. Now, despite the number of jobs that you perform at your company, those responsibilities technically fall...
How to Exit Different Sized Businesses
‘Exit Planning’ is the process that a business owner follows in preparing for the largest financial and emotional transaction of their life – i.e., the transition of their privately-held business to a new owner. Now, despite the fact that ALL owners will one day leave...
Are You Ready (Emotionally) to Exit Your Business?
As a business owner thinking about an exit from your business, you face a unique set of challenges. These ‘exit planning challenges’ are so unique that statistically, only a small percentage of business owners successfully transition from their privately-held business...
Four (4) More Signs That You May Be Ready to Plan For Your Business Transition – Part II
Successful business owners are unique in their abilities to manage many aspects of their companies, all towards a successful, profitable outcome. In the day-to-day battles and pursuits to advance your company, it is unlikely that you stop to think about its future...
Four (4) Signs That You May be Ready to Plan for Your Business Transition – PART I
Successful business owners are unique in their abilities to manage many aspects of their companies, all towards a successful, profitable outcome. In the day-to-day battles and pursuits to advance your company, it is unlikely that you stop to think about its future...