Topics and Events
Are You Financially Prepared for Your Exit?
“Before you can really start setting financial goals, you need to determine where you stand financially.” -David Bach What do you really want from your business exit? As an exiting business owner, you likely do not adhere to the outdated model of ‘sell my business,...
The Four (4) Types of Exiting Owners
What are other business owners doing to exit their businesses? That is a common question that an exiting owner will ask their advisor so that they can hear some ideas and learn from the decisions of others in similar positions. Each business exit is rather unique....
The ‘Partial’ Exit – Cash In and Stay Involved
What if you could cash in on your business, diversify financial risk, and still keep your job? In other words, have your cake and eat it too. I know what you’re thinking—too good to be true. Actually, it’s more than true; it’s one of the most popular forms of...
Internal Transfer Series: The Options Quadrants
This newsletter aims to raise a business owner’s awareness of available Exit options. It starts with considering the ownership structure, and moves to named or likely successors. By seeing Exit Options many different ways, owners of privately-held businesses can...
Internal vs. External Transfers
To begin, many business owners believe that an external sale of their business is their only (or at least best) path to an exit. Typically, this is because business owners know that their employees and/or fellow family members don’t have the type of money required to...