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