Topics and Events
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...
Transfer Options – Beyond the Outright Sale
It’s nice to have options. Haven’t we all heard that before? It’s something many business owners would probably say and sigh with relief when they realize that ‘selling’ a business isn’t the only way to exit that business. In this article, we’ll dispel this myth and...
Leading your Business Transition / Exit
Many owners of privately-held businesses are not pro-active in planning for their exit and the company’s transition. This is true mostly because the ‘exit planning industry’ is nascent and many owners are simply not aware that a service exists to help owners with...
Creating a Transferable Business™ Adopting an Exit Planning Process and Mindset
The mindset of a privately-held business owner is difficult to accurately describe. Some years there is success while other years are a struggle. And an owner’s mindset will often-times shift, based upon the overall state of their business. This newsletter is...