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
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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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
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
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
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