Knowledge Center

How does a business owner transition out of their business successfully? See the 5-step checklist to get started.

Understand the reality of the exit planning landscape and the importance of planning for business succession much sooner than later.

Learn the 13 essential documents to have in place to protect your family and your business in the event of your death or disability.

Here are ten ways to increase the value of your company.

Form a winning business exit team for a successful transition. Include CPA, Business Attorney, CFP, and Certified Exit Planning Advisor.

Maximize value and achieve a seamless business exit by investing in your team. Discover 3 tips for building a high-caliber team.

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.

Learn about the 4 types of Intangible Capitals that make up 80% of your business value.

Learn 4 key tips to developing a plan for a smooth transition for the next generation.

Simplify business valuation preparation with this quick guide. Learn the methods and steps to calculate your business's value effectively.

Don't overlook business transition planning as a retirement income source. Create an effective business transition strategy with these 5 essential tips.

How to start the business succession process for small business owners and secure your legacy.