Most Recent Articles
October 19, 2016
Family trusts are often an elusive and misunderstood relationship between advisors, settlor, trustees and beneficiaries. Learn why this is so concerning to your business succession planning and how a trust advisory committee can help.
October 17, 2016
The current valuations for middle market companies is frustrating private equity investors, but there are ways for them to control, choose or transform the market participation and strategy. Find out how here.
October 12, 2016
If you head up a family enterprise, you are likely all too aware of the statistics for the business surviving to the next generation. You may be surprised to learn the reasons why so many family businesses fail to plan effectively for succession.
October 10, 2016
Understanding the value of your business is important, but even more important is determining the amount of cash that will land in your bank account after the sale of your business. Read more on how to determine your net cash proceeds at closing.
October 05, 2016
Succession of your business ownership is a process rather than a single event. Here are some good and bad (and ugly) ways to prepare for this often once-in-a-lifetime transition.
October 05, 2016
In many cases, the sellers of a business (and even their intermediaries) have no idea how buyers finance an acquisition, but a closer look inside can show a business owner what it takes to complete a deal.
October 03, 2016
Private business owners: most of the statistics are not in your favor. Here's how you can break out of this cycle.
September 26, 2016
Different types of insurance for small and medium-sized businesses can not only provide you with the support you need in the event an issue should arise, but these policies can also maximize the value of your company when it comes time to sell.
September 21, 2016
Get answers to the questions: Who will buy my company and what are they looking for in an acquisition?
September 19, 2016
Learn the perspective of a buyer from an entrepreneur who has experiences both selling and buying businesses.