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.

Former Business Owners Express No Regrets About Selling Out

"I can't play golf every day." "My wife wants to see more of me — but ... Read More


Thinking vs. Doing: The Owner’s Dilemma

There’s a steady breeze from the northwest, which cools the warm Caribbean afternoon. Framed between a palm tree ... Read More


Is Exit Planning Worth the Time and Money?

When we talk to business owners about the value of Exit Planning, we are talking about orchestrating a business exit ... Read More


Navigating the Choppy Waters of a Sale to a Third Party

So what if you’ve never sold a business before? Who better to lead the sale process than the ... Read More


Did Microsoft Overpay For LinkedIn?

Microsoft’s recent $26.2 billion acquisition of LinkedIn provides an illustrative example of a strategic acquisition – the type of ... Read More


Exit Your Business Without Leaving It

As advisors, we often hear from business owners some variation of the following comments: “I think it is time ... Read More


Out of the Game: How to Stay Happy and Busy Beyond the Sale

You’re an entrepreneur. You’re filled with ideas, aspirations, and energy. It’s what made you ... Read More


An Agreement Is Not a Plan

When co-owners are united in striving toward common business goals such as growing revenue, building business value and increasing cash ... Read More