Exit Planning


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Have you thought about who is going to sell your business? Seems like an easy answer (me), but chances are you aren't the right person to...

valuation, value to owner valuation, value to owner valuation, value to owner valuation, value to owner


You might have an idea of what your company is worth, but is it accurate? Buyers may not see the same value in your company that you do....

Podcast: Sticking to Your Principles Increases Your Success, an Interview with Rob Walling Podcast: Sticking to Your Principles Increases Your Success, an Interview with Rob Walling Podcast: Sticking to Your Principles Increases Your Success, an Interview with Rob Walling Podcast: Sticking to Your Principles Increases Your Success, an Interview with Rob Walling


Principles can lead to good cash flow and a successful busines exit. Rob Walling talks about the importance of knowing what matters to you...

Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes


Marcelo De Fuentes takes us through his various enterprises and shows how through caring for his front line and the community around him,...

Podcast: Planning for Life After Business, Interview with Geoff Green Podcast: Planning for Life After Business, Interview with Geoff Green Podcast: Planning for Life After Business, Interview with Geoff Green Podcast: Planning for Life After Business, Interview with Geoff Green


Life after business can be a daunting concept for most entrepreneurs. Geoff Green talks about the importance of planning for what happens...

Podcast: The Real Deal on Succession Planning, an Interview with Carrie Hall and James Bly Podcast: The Real Deal on Succession Planning, an Interview with Carrie Hall and James Bly Podcast: The Real Deal on Succession Planning, an Interview with Carrie Hall and James Bly Podcast: The Real Deal on Succession Planning, an Interview with Carrie Hall and James Bly


Succession planning needs to be done well for a successful transition. Whether you're looking within your family for the next CEO or...

Podcast: The Best Way to Defer Taxes When Selling Your Business. Interview with Brian Forcier Podcast: The Best Way to Defer Taxes When Selling Your Business. Interview with Brian Forcier Podcast: The Best Way to Defer Taxes When Selling Your Business. Interview with Brian Forcier Podcast: The Best Way to Defer Taxes When Selling Your Business. Interview with Brian Forcier


When it comes time to sell, owners have to face the reality of taxation on their enterprises. Or do you? Brian Forcier explains how to...

Podcast: Post-Sale Expectations, a Discussion with Bobby Martin Podcast: Post-Sale Expectations, a Discussion with Bobby Martin Podcast: Post-Sale Expectations, a Discussion with Bobby Martin Podcast: Post-Sale Expectations, a Discussion with Bobby Martin


Not everyone is ready for the full impact of the sales process when it happens. Take a look at these key areas as defined by Bobby Martin...

Podcast: How to Be a Strategic Seller, an Interview with Josh Elizetxe Podcast: How to Be a Strategic Seller, an Interview with Josh Elizetxe Podcast: How to Be a Strategic Seller, an Interview with Josh Elizetxe Podcast: How to Be a Strategic Seller, an Interview with Josh Elizetxe


In this podcast with Josh Elizetxe, you'll learn how to create your own modern rags-to-riches story. Josh shares the keys to his success...

Make Your Business Valuable in the Marketplace Make Your Business Valuable in the Marketplace Make Your Business Valuable in the Marketplace Make Your Business Valuable in the Marketplace


There is a lot of advice out there on how to generate the valuation you want at time of sale. However, the main things you should be...

Making Sense of Private Market M&A Advisory Fees Making Sense of Private Market M&A Advisory Fees Making Sense of Private Market M&A Advisory Fees Making Sense of Private Market M&A Advisory Fees


Fees are as customizable ad the business you run. How do you find the fee structure that will work for your business at time of sale? This...

What to Keep in Mind to Maximize Valuation What to Keep in Mind to Maximize Valuation What to Keep in Mind to Maximize Valuation What to Keep in Mind to Maximize Valuation


In order to avoid potentially costly mistakes, you should develop an exit strategy well in advance of a sale (preferably with the help of...

5 Tips for Succession Planning 5 Tips for Succession Planning 5 Tips for Succession Planning 5 Tips for Succession Planning


Succession planning should be on your mind from the day you start your first business. You will have to exit it eventually, so what is your...

Podcast: Use an Exit to Revitalize Yourself with Troy Schuette Podcast: Use an Exit to Revitalize Yourself with Troy Schuette Podcast: Use an Exit to Revitalize Yourself with Troy Schuette Podcast: Use an Exit to Revitalize Yourself with Troy Schuette


Troy Schuette talks exit planning and re-discovering your passion in this podcast. While most of us have a passion to start a business,...

Understanding the Difference Between Private Equity & Venture Capital Firms Understanding the Difference Between Private Equity & Venture Capital Firms Understanding the Difference Between Private Equity & Venture Capital Firms Understanding the Difference Between Private Equity & Venture Capital Firms


It’s quite important to understand the distinction between VC and PE firms to save yourself time as well as to maximize the value of your...

Podcast: Finding Your Purpose in Life and Business, an Interview with Kevin McCarthy Podcast: Finding Your Purpose in Life and Business, an Interview with Kevin McCarthy Podcast: Finding Your Purpose in Life and Business, an Interview with Kevin McCarthy Podcast: Finding Your Purpose in Life and Business, an Interview with Kevin McCarthy


Building a business legacy is difficult. So is creating one in your personal life. How do successful entrepreneurs discover their purpose...

The Investment Banking Landscape: Different Types of M&A Firms The Investment Banking Landscape: Different Types of M&A Firms The Investment Banking Landscape: Different Types of M&A Firms The Investment Banking Landscape: Different Types of M&A Firms


You're ready to sell your business, but you're not clear what type of banking firm to choose to help you in the process. This article...

Podcast: What Happens When You Miss 'Your' Exit? Interview with Tim Hall Podcast: What Happens When You Miss 'Your' Exit? Interview with Tim Hall Podcast: What Happens When You Miss 'Your' Exit? Interview with Tim Hall Podcast: What Happens When You Miss 'Your' Exit? Interview with Tim Hall


Timing can be critical when it comes to successfully exiting your business. What happens when you miss your window of opportunity? This...

Podcast: Are You a Business Family or a Family Business? With Wayne Rivers Podcast: Are You a Business Family or a Family Business? With Wayne Rivers Podcast: Are You a Business Family or a Family Business? With Wayne Rivers Podcast: Are You a Business Family or a Family Business? With Wayne Rivers


Wayne Rivers teaches you the important lines you need to draw between being a family in business and simply being a family. Learn to manage...