Topics and Events
Getting to the Equity in Your Business
Today’s newsletter is written to address an important topic in planning for an owner’s transition, namely, ‘how to get to the equity in your business?’ We’ll look at how business owners view their companies and then offer some planning-base suggestions as to how to...
Are You Building Equity or Income in Your Business?
Many business owners run their businesses based on their current lifestyle needs. However, when you begin to consider who will own your business after you, i.e. your exit from your business, you need to ask yourself whether you are focused on creating a stream of...
Growing Into Your Eventual Exit
It has been said that ‘timing is everything’. Well in business transition planning, timing is important, but so is transferability. Today’s newsletter discusses both and is intended to provide you with some guidance as to how you can begin to design a plan for a...
The Expected Wave of Exiting Owners
If you are a business owner whose largest asset is your privately-held business, then the information in this newsletter may be of paramount importance to your financial future. With the largest generation in our country’s history entering retirement age, and many of...
Five (5) Truisms About Small Businesses that Hinder Growth and Exit Goals (and how to overcome them)
Many successful business owners try to answer the question 'how do I get my company to the next level?'. Many owners exhaust themselves and their resources each year, pushing their businesses to perform at higher and higher levels. However, there are a number of...