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

 

Six Estate Planning Questions for Business Owners

James Keefe sat nervously in his Exit Planning Advisor’s office. Until the day before, he had been president of ... Read More

 

Do You Have a Billion Dollar Business Hiding Inside Your Company?

Asking customers to pay to join a special group of your best patrons can increase your revenue, encourage customers to ... Read More

 

Buying Out Your Partner

MMS, Inc., a computer service business, had survived recent industry turbulence through the persistent efforts of its owners, Ralph McMillan ... 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