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
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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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