Financial Planning

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.

We are increasingly convinced that these Four freedoms must be front and center in your exit planning work.

Buying a business is hard enough. Buying a business without investigating your suspicions can be catastrophic.

Most business owners have assumptions about the successful sale of their business. The bad news is that these assumptions are often flawed.

Read about Gerard Gust’s master class on how to prepare yourself, your heir, and your business for the next chapter.

Here are the top three lessons I’ve learned from the process of working with several businesses sell their companies.

Much of what you need to build a great foundation about growth and exit planning is online right now.

When it comes to aligning your leadership team on priorities as you consider growth or exit, there is one system I can’t live without.

Here is one thing you can do today that will help you transform your leadership team. Ready? Get them an Audible subscription.

Here at the halfway point of our series on exit planning, I wanted to tell you about a few key lessons I took away from my mastermind group.