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.
 

Have You Discovered Your Recurring Revenue Model?

When it comes to the value of your business, what happened in the past is much less important than what ... 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 ... Read More

 

Tying Loose Ends: What You Need to Do Immediately Following the S...

So you’ve shaken hands and signed on the dotted line. Time to bust out the cocktails and take ... Read More

 

Value Doesn’t Grow on Trees … Or Does It?

We all know that “money doesn’t grow on trees.”  And neither does business value.  ... Read More

 

Rich vs. Famous

Have you set a goal for your company this year? If you’re like most business owners, you’... Read More

 

Make Your Retirement Bulletproof

You’ve built a successful company. You’ve found a buyer. You made the deal and signed. You cashed the ... Read More

 

What to Expect from a Buyer

Assuming that all business owners (except for those forced to liquidate) will eventually sell or transfer their companies, we often ... Read More

 

Why Bother Doing It The Hard Way?

Whether you want to sell your business next year or a decade from now, you will have two basic options ... Read More