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

Coronavirus & Your Money

Join us for a LIVE VIRTUAL WORKSHOP from the comfort of your own home (online), where we’ll help you to sift through the noise and fear to arrive at actionable takeaways. We will cover topics such as:
  • Investment strategies that will no longer work post-coronavirus
  • What opportunities are available to take advantage of today
  • How to generate retirement income during a market downturn
  • How to position your portfolio to take advantage of the rebound
  • And much more!
Register for the Workshop