Emotional Aspects


Seven Questions for Highly Effective Business Transitions Seven Questions for Highly Effective Business Transitions Seven Questions for Highly Effective Business Transitions Seven Questions for Highly Effective Business Transitions


We are in the midst of a demographic tsunami with respect to business ownership transition. Will you as a business owner be ready? If you...

Podcast: Keys to Finding Happiness After Selling Your Business Podcast: Keys to Finding Happiness After Selling Your Business Podcast: Keys to Finding Happiness After Selling Your Business Podcast: Keys to Finding Happiness After Selling Your Business


Bo Burlingham's book, Finish Big, summarized his research with entrepreneurs on the keys to a successful and happy exit from a business.

The Four Stages of an Exit The Four Stages of an Exit The Four Stages of an Exit The Four Stages of an Exit


Excerpts from the book Finish Big: How Great Entrepreneurs Exit Their Companies on Top. Penguin Publishing Group.

Retirement Planning Specifically for Mid-Market Business Owners Retirement Planning Specifically for Mid-Market Business Owners Retirement Planning Specifically for Mid-Market Business Owners Retirement Planning Specifically for Mid-Market Business Owners


The concept of “paying oneself first” is very crucial, especially for mid-market business owners. Many entrepreneurs do not realize the...

Podcast: The Importance of Business Continuity Planning Podcast: The Importance of Business Continuity Planning Podcast: The Importance of Business Continuity Planning Podcast: The Importance of Business Continuity Planning


What if you died and your spouse just inherited your business. What should they do with it? Learn more about business continuity planning...

Podcast: Preserving Life Stories for Family Businesses Podcast: Preserving Life Stories for Family Businesses Podcast: Preserving Life Stories for Family Businesses Podcast: Preserving Life Stories for Family Businesses


Learn how owners can make sure their business and family legacy is long-lasting and positive.

Podcast: Can Private Equity Help Grow Your Equity Value by 3X? Podcast: Can Private Equity Help Grow Your Equity Value by 3X? Podcast: Can Private Equity Help Grow Your Equity Value by 3X? Podcast: Can Private Equity Help Grow Your Equity Value by 3X?


In this podcast, James Darnell of KLH Capital shares his experience of partnering with business owners in the lower middle market.

Podcast: Skills Needed for Successful Family Wealth Transfer Podcast: Skills Needed for Successful Family Wealth Transfer Podcast: Skills Needed for Successful Family Wealth Transfer Podcast: Skills Needed for Successful Family Wealth Transfer


Discover the problems that face families when transferring wealth and understand what you can do to make the process a smooth one.

Podcast: Why Don't Business Owners Embrace Exit Planning? Podcast: Why Don't Business Owners Embrace Exit Planning? Podcast: Why Don't Business Owners Embrace Exit Planning? Podcast: Why Don't Business Owners Embrace Exit Planning?


Exit planning is understanding the correlation between the way a business is run and its valuation.

Podcast: Think Twice Before Involving Your Kids in the Family Business Podcast: Think Twice Before Involving Your Kids in the Family Business Podcast: Think Twice Before Involving Your Kids in the Family Business Podcast: Think Twice Before Involving Your Kids in the Family Business


Author of two international best-seller books, Tom Deans, Ph.D. provides a thought-provoking and contrarian approach to business succession...

Post Deal - The Plan for the First 90 Days Post Deal - The Plan for the First 90 Days Post Deal - The Plan for the First 90 Days Post Deal - The Plan for the First 90 Days


Getting the deal done is one thing -- living with your new partners (or boss!) is another. In this article we talk about the first 90 days...

Podcast: Managing Family Dynamics in Business Succession Planning Podcast: Managing Family Dynamics in Business Succession Planning Podcast: Managing Family Dynamics in Business Succession Planning Podcast: Managing Family Dynamics in Business Succession Planning


Wealth brings complexity. In this podcast, Matthew Wesley, a family succession expert, shares his experiences in managing the dynamics of a...

Podcast: The Importance of Mergers and Acquisitions in the Middle Market Podcast: The Importance of Mergers and Acquisitions in the Middle Market Podcast: The Importance of Mergers and Acquisitions in the Middle Market Podcast: The Importance of Mergers and Acquisitions in the Middle Market


The middle market represents 1/3 of private sector GDP and employs approximately 25% of the total labor force. Yet, it is estimated 70% of...

Been There, Done That: An Energy Services Entrepreneur Tells His Sale Story Been There, Done That: An Energy Services Entrepreneur Tells His Sale Story Been There, Done That: An Energy Services Entrepreneur Tells His Sale Story Been There, Done That: An Energy Services Entrepreneur Tells His Sale Story


The best way to understand how a deal comes together is to hear it directly from someone who has done it before. In this article,...

Podcast: Biggest Lessons Learned From Selling My Business Podcast: Biggest Lessons Learned From Selling My Business Podcast: Biggest Lessons Learned From Selling My Business Podcast: Biggest Lessons Learned From Selling My Business


Cory Janssen, co-founder of Investopedia and Divestopedia, shares his nuggets of wisdom learned from selling Investopedia to Forbes.

Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2) Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2) Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2) Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2)


Not all deals come together. In part 2 of this series, we provide the perspective of four more private equiteers on the reasons why most...