Topics and Events
Eight (8) Reasons to Plan Your Exit in 2016
With each New Year comes thoughts of new beginnings and resolutions. For businesses, this also comes with planning for the year ahead. This newsletter is written for business owners who run their own companies and have the majority of their personal net worth tied...
Retaining Key Employees As Part of Your Growth and Transition Plans (Part II of II)
Management is the lifeblood of many privately-held businesses. And, owners who are planning for the future want to retain and reward these key managers. These owners will often turn to planning programs and structures that favor these key individuals. In this 2nd...
Retaining Key Employees As Part of Your Growth and Transition Plans (Part I of II)
Business owners who are thinking about an eventual transition out of their companies will often consider whether or not their internal management team will, one day, be able to take over the business. What most owners eventually conclude, regarding their key people,...
What Your Future Buyer May be Looking For – From YOU (not your Company) in Your Exit
Owners who think about exiting their business should wonder who the future owner will be and what will they be interested in when acquiring the business. These future buyers will consider both the company that you run as well as, potentially, how you run it in making...
A Good Business versus a Good Investment
When it comes time for a business owner to contemplate an exit from their business, it is important to consider the differences between a ‘good business’ and a ‘good investment’. The next owner of your company will be looking for a ‘good investment’, not just a good...