Why Exit Planning? Why Now?
“In preparing for battle, I have always found that plans are useless but planning is indispensable.” – Dwight D. ... 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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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