Do You Know Your CUF:CAC Ratio?

The most powerful metrics in any business are ratios that express your performance on metric A as it relates to ... Read More


The Importance of Financial Statements in the Exit Planning Proce...

Whether you plan to transfer your business to an insider or sell to a third party, demonstrating your company’s ... Read More


Using Exit Planning Advisors

“My investment advisor suggested that I sell my company to an ESOP. Is that a good idea?” “My estate planning ... Read More


Growth vs. Value: Not All Revenue is Created Equally

When you look ahead to next year, will your growth come from selling more to your existing customers or finding ... Read More


The Hidden Goal of the Smartest Business Owners

What are your business goals for the year? If you’re like most owners, you have a profit goal you ... Read More


Can You Sell Your Company to an Outside Third Party?

We talk to business owners every day who “plan” to exit their companies via a sale to a third party ... Read More


Political Dysfunction

A number of our clients have contacted us about the political dysfunction and its potential impact on the markets. In ... Read More


Cash Flow Forecasting: The Ultimate Reality Check

In past issues of The Exit Planning Review, we have looked at why cash flow is so important to third ... Read More