Topics and Events
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...
Exit Thinking – Is Your Business a ‘Consumption’ or an ‘Accumulation’
Thinking About a Future Transition At a certain point in time, a successful business owner stops thinking about all the day-to-day operations and the strategic planning for the company's execution in the marketplace, and starts to think about the future ownership and...
Five (5) Traps to Avoid When Planning Your Business Transition
When it comes time to plan and execute a business transition, there are several common "traps" that business owners fall into that end up either killing a potential transaction or otherwise harming the process. Like most things in life, the sooner that you can...
Five (5) Key Planning Areas for Your Future, Successful Exit
Your business success has been the product of years of hard work, dedication and focused results (and likely a little bit of luck). As you think about a future transition of the company there are a number of factors that need to be considered because your future exit...