Exit planning is an ongoing process that requires business owners to prepare not only the company but their own finances and personal life as well. Once maximizing the value of the business is under control, it’s time to focus on… Read More
Anders tax manager Lucas A. Luckett, CPA/PFS, CEPA is presenting on exit planning at the Society of Financial Service Professionals (FSP) Greater St. Louis Financial Symposium on April 26. Luke will discuss how to be effective at transitioning and exiting… Read More
Exit planning is usually thought of as a standalone event, but to be effective at transitioning and exiting a business, it requires an ongoing process. Creating a master plan and structuring all goals, tasks, and objectives around this single strategy… Read More
Having worked with owners to create successful exits, we know that it is critical to set goals and help you establish three principal exit objectives before moving forward with your Exit Plan:
How much cash do you need when you… Read More
As you prepare to transition out of your business, it is imperative that you secure an accurate future cash flow model.
Why is the Future Cash Flow Model so Important?
In a sale to employees, co-owners or children, cash flow… Read More