Stepping Away From the Store
As advisors, we often hear from business owners some variation of the following comments: “I think it is time to ... Read More
Exit Planning
Exit planning involves arranging your business and personal finances prior to a sale. The process can be very complicated as it often deals with taxes, investments, estate planning and more.
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Living With Your Buy/Sell Agreement
In the previous issue of this newsletter, we looked at what happens to a company when one owner becomes disabled. ... Read More
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