
The Business Exit Checklist
How does a business owner transition out of their business successfully? See the 5-step checklist to get started.
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.
Form a winning business exit team for a successful transition. Include CPA, Business Attorney, CFP, and Certified Exit Planning Advisor.
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.
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.
Learn 4 key tips to developing a plan for a smooth transition for the next generation.
Estate planning essentials for executives.
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.