The Business Exit Checklist
How does a business owner transition out of their business successfully? See the 5-step checklist to get started.
Exit Planning Statistics Business Owners Need to Know
Understand the reality of the exit planning landscape and the importance of planning for business succession much sooner than later.
Estate Planning Essential Documents
Learn the 13 essential documents to have in place to protect your family and your business in the event of your death or disability.
Who Should Be on Your Exit Planning Advisory Team?
When planning a business exit, a professional advisory team should be formed to guide you through a successful transition.
5 Ways Business Owners Increase Their Business Value by Having a Value Builder Mindset
5 Ways to Increase the Value of Your Business by Adopting a Value Builder Mindset
Why Business Owners Should De-Risk Their Business
50% of business exits are involuntary due to not planning in advance for these five risks: death, disability, divorce, disagreement, and distress.
Estate Planning for Executives
As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.
What is a Family Business Succession Plan and Do I Need One for My Business?
Learn 4 key tips to developing a plan for a smooth transition for the next generation.
Do You Have a Business Continuity Plan (BCP) in Place?
Unexpected changes are part of any business but there are steps you can take to prepare. Learn the essentials for creating a business continuity plan.
Beginning the Business Succession Process: A Guide for Business Owners
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.