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


Justification for Your Next Vacation

A recent survey by The Sellability Score found companies that would perform well without their owner for a period of ... Read More


The Importance of Time in an Employee Buy Out

Many, probably most, business owners would like to sell their businesses to their employees, but for one nagging problem: Their ... Read More


Why Owners Choose Not To Sell

Some owners make a choice not to sell their companies for very legitimate reasons. Among them are: They still have ... Read More