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?
Form a winning business exit team for a successful transition. Include CPA, Business Attorney, CFP, and Certified Exit Planning Advisor.
5 Ways Business Owners Increase Their Business Value by Having a Value Builder Mindset
Increase business value: Start with the end in mind, Focus on Value, Streamline offerings, Recurring revenue model, and Build a self-sustaining business.
Why Business Owners Should De-Risk Their Business
De-risk your business and avoid forced exits. Learn how to prepare for the Five D's: death, disability, divorce, disagreement, and distress.
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.
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.
Estate Planning for Executives
Estate planning essentials for executives.
Retiring Soon? 5 Tips to Getting Started With the Business Transition Process
Don't overlook business transition planning as a retirement income source. Create an effective business transition strategy with these 5 essential tips.
Beginning the Business Succession Process: A Guide for Business Owners
How to start the business succession process for small business owners and secure your legacy.