Beyond the Sale: Why 70% of Business Owners Regret Their Exit Strategy (And How to Avoid Their Mistakes)
Business exit regrets: 70% of owners regret their strategy. Learn the top 5 regrets and a holistic framework for a regret-free exit.
The Ultimate Guide to Business Exit Planning: Secure Your Future Today
Discover the essentials of exit planning for business owners. Learn strategies to maximize transferable value, create a personal financial plan, and plan life after business. Perfect for entrepreneurs looking to secure their financial future and ensure a smooth transition.
Navigating Your Business Exit: Strategies for a Successful Transition
Discover key strategies for a successful business exit. Whether you're planning to sell, retire, or change roles, this guide provides valuable insights for aligning your exit with your goals.
Maximizing Transferable Value: Key Strategies for a Saleable Business Exit
Uncover the secrets to creating a saleable business with transferable value. Learn about the importance of exit planning and strategies to increase your business's market appeal for a successful transition.
Preparing for the Unexpected: 12 Essential Documents for Business Owners
Learn about the 12 essential documents every business owner should have to ensure a smooth transition for their family and business in the event of an unforeseen circumstance, such as death or disability.
Building a Winning Exit Planning Team for Business Owners
Discover the importance of assembling a robust professional advisory team for successful business exit planning. Learn who to include and why each role, from CPAs to CEPAs, is critical for your business's successful transition.
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.