3 Things to Remember When Markets Go Crazy.
As I write this, the market recovers from the worst sell off of 2024. Don’t be one that make decisions to damage their long term plans.
Exit Planning: The Post-Exit Stage of Exit Planning.
We get a lot of questions about exit planning, and they generally fall into two categories: Pre-Exit and Post-Exit.
Exit Planning: Pre-Exit Frequently Asked Questions.
Want to prepare your business for growth or exit in the next 2-10 years? Here are our answers to the top questions.
Exit Planning: The 5 Types of Capital.
Too many family business owners think that Capital is only financial; there are five types of capital fundamental to exiting your business.
Exit Planning: Don’t Leave Extra Cash on the Table When You Sell Your Business.
You could be leaving a ton of money on the table at a future exit by not having accurate numbers when you want to sell your business.
Exit Planning: Experts Telling You to Stuff Money Into Your Retirement Plan.
If you’re a business owner looking to sell in the next 3-10 years, stuffing money into your retirement plan may be awful advise.
Exit Planning: 10 Best Takeaways from Working with Owners on Their Transitions.
Here are 10 of my takeaways from working with owners on their business growth and exit planning transition.
Exit Planning: 3 Ways to Prepare for Growth and Risk.
De-risking is one of the main things we preach when you begin exit planning; the same actions we take to grow our practice help us de-risk.
Exit Planning: 4 Specific Freedoms that Exit Planning Gives to Grow your Business.
We are increasingly convinced that these Four freedoms must be front and center in your exit planning work.
Exit Planning: Buying a Business When Something Doesn’t Smell Right.
Buying a business is hard enough. Buying a business without investigating your suspicions can be catastrophic.