6 Little Things That Make a Big Difference to the Value of Your C...

With the Sochi Olympic Games taking place this month, it is interesting to reflect back on some of the big ... Read More

 

Lifetime Ownership Buyout

When co-owners are united in striving toward common business goals such as growing revenue, building business value and increasing cash ... Read More

 

Equality and Fairness in Transfers to Kids

Stan Briggs was perplexed when he told his advisor, “My son, Patrick, has worked in the business for the last ... Read More

 

Will Your Business Be More Valuable This Time Next Year?

For many, January is a time of rebirth and resolutions. It’s a month to reflect on last year’s ... Read More

 

Characteristics of a Well-Prepared Buyer

Too often, owners only discover that the compensation plans they’ve put in place for key employees are sadly inadequate ... Read More

 

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

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 2-hour information-rich educational workshop will get you on the right track to achieving financial success. register for the workshop