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.

When planning a business exit, a professional advisory team should be formed to guide you through a successful transition.

Investing in your team will be essential to building value and ensuring a smooth transition to exit your business on your terms.

5 Ways to Increase the Value of Your Business by Adopting a Value Builder Mindset

50% of business exits are involuntary due to not planning in advance for these five risks: 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.

Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business.

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

Business transition planning can often be one of the most overlooked sources of retirement income for small business owners. Here are 5 tips to consider when creating your transition strategy.