facebook_pixel

Get blog updates straight to your phone! All we need is your email.

Once you submit the request for blog updates, you will receive a verification message. Your request will be activated once we receive your response.

Filter by Year

 

Preparing for the Worst: Business-Continuity Planning for Sole Ow...

Contemplating one’s own demise can be challenging but is paramount to sole owners and their businesses. Consider the fictional ... Read More

 

The Essential Business Agreement: A Business-Continuity Agreement...

If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you ... Read More

 

3 Surprising Reasons to Offer a Subscription

You can now buy a subscription for everything from dog treats to razor blades. Music subscription services are booming as ... Read More

 

Avoiding Disasters in Insider Transfers

Steve Smith was no different than millions of other baby-boomer business owners in that the thought of leaving his business ... Read More

 

Elements of a Plan to Sell to Insiders

Today, we discuss the essential elements of a plan owners use to transfer a business to insiders that keep the ... Read More

 

The Anatomy of a Successful Exit

Stephanie Breedlove started Breedlove & Associates in 1992 as a way to pay her nanny. The big payroll processors weren’t ... Read More

 

Are You and Your Company Candidates for a Third Party Sale?

If you think that planning for the biggest financial event of your life is a good idea and prefer an ... Read More

 

Sticking a Toe (or Two) in the Exit Planning Pool

We attempt to dismantle the most common objections owners have to undertaking the planning necessary to exit their companies successfully. ... Read More

Strategies for a Successful Retirement

Wokshop Runs: register for the workshop