The 5 D’s of Transition Planning: Why Business Owners Need to Plan for the Worst-Case Scenario
Whether you own a growing startup or a multi-generational family legacy, business owners understand that planning for the…
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Utilizing Personal Goodwill for Tax Savings When Buying or Selling a Business
When selling a business, the buyer and seller are often at odds on determining the structure of a…
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Why Business Owners Choose Not To Sell
Some owners make a choice not to sell their companies for very legitimate reasons. These owners typically, still…
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How to Exit Your Business in Style
Having worked with owners to create successful exits, we know that it is critical to set goals and help…
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Should You Sell Your Company to an Outside Third Party?
We talk to business owners every day who plan to exit their companies to a third party. They…
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Cash Flow Forecasting: The Ultimate Reality Check in Your Exit Plan
As you prepare to transition out of your business, it is imperative that you secure an accurate future…
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Six Estate Planning Questions Business Owners Must Ask Themselves for a Smooth Transition to the Next Generation
You’ve heard the story before: the head of a family business dies, leaving each of two children a…
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An Employee Buy Out May Not be Out of the Question with the Right Exit Plan
Many, probably most, business owners would like to sell their businesses to their employees, but for one nagging…
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