Knowledge Center

Business exit regrets: 70% of owners regret their strategy. Learn the top 5 regrets and a holistic framework for a regret-free exit.

Retirement strategy for unsellable businesses: 5 steps to boost profits, build recurring revenue, monetize assets, and diversify investments.

Learn how exit planning turns your business into your retirement plan—build systems, restructure roles, diversify assets, and manage succession for lasting financial freedom.

Optimize your 401(k) as a business owner: compare Safe Harbor vs Traditional plans, maximize 2025 contribution limits, automate savings, and streamline TPA compliance.

Discover the essentials of exit planning for business owners. Learn strategies to maximize transferable value, create a personal financial plan, and plan life after business. Perfect for entrepreneurs looking to secure their financial future and ensure a smooth transition.

Learn how Donor Advised Funds (DAF) can amplify your charitable contributions while optimizing your tax benefits. Discover the strategic approach to making a bigger impact with your donations.

Discover how a surprise acquisition offer can spur business owners into strategic action, ensuring a profitable and smooth transition with essential financial, business, and personal planning steps.

Uncover the essential steps to prepare for a smooth transition from your business, focusing on personal, financial, and business readiness for a successful exit strategy.

Explore effective ways to manage excess cash in your business, from bolstering your emergency fund to strategic investments, ensuring financial stability and growth.

Discover key insights into managing federal and state tax implications when selling your business, ensuring a smooth transition into retirement. Learn tips to maximize your sale's proceeds effectively.

Discover key strategies for a successful business exit. Whether you're planning to sell, retire, or change roles, this guide provides valuable insights for aligning your exit with your goals.

Uncover the secrets to creating a saleable business with transferable value. Learn about the importance of exit planning and strategies to increase your business's market appeal for a successful transition.

Learn about the 12 essential documents every business owner should have to ensure a smooth transition for their family and business in the event of an unforeseen circumstance, such as death or disability.

Unlock the secrets to diversifying your wealth beyond your business. Learn about qualified and non-qualified accounts, their benefits, and how they can secure your financial future outside of your business.

Understand the Required Minimum Distributions (RMDs) for small business owners with retirement accounts like 401(k)s and IRAs. Learn about RMD rules, tax implications, penalties, and exceptions to secure your financial future.

Elevate your business to new heights with these 10 proven strategies. From enhancing customer feedback to creating recurring revenue, discover how to increase your business's value and appeal to potential buyers.

Discover the importance of assembling a robust professional advisory team for successful business exit planning. Learn who to include and why each role, from CPAs to CEPAs, is critical for your business's successful transition.

Discover the importance of investing in your team for business success. Learn three essential strategies for nurturing a high-caliber team that adds value to your business and attracts potential buyers.

Increase business value: Start with the end in mind, Focus on Value, Streamline offerings, Recurring revenue model, and Build a self-sustaining business.

De-risk your business and avoid forced exits. Learn how to prepare for the Five D's: death, disability, divorce, disagreement, and distress.