Exit Planning


Life After Selling Your Business Life After Selling Your Business Life After Selling Your Business Life After Selling Your Business


Are you selling your business? Is your network on board? Are you ready? And what comes next? Find out what you need to do to properly...

Business Succession: Is an MBO or Employee Share Ownership Plan Right for You? Business Succession: Is an MBO or Employee Share Ownership Plan Right for You? Business Succession: Is an MBO or Employee Share Ownership Plan Right for You? Business Succession: Is an MBO or Employee Share Ownership Plan Right for You?


So you want to sell your business, but you have a dilemma: Who do you sell to? This article shows how your well-trained staff can take over...

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Growing and exiting your business require similar planning if you want to do them right. The better you grow your business, the more its...

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Great businesses can come from unusual places. Being able to capitalize on them and grow them is what will set you apart from other...

Trust Advisory Committees for Succession Planning Trust Advisory Committees for Succession Planning Trust Advisory Committees for Succession Planning Trust Advisory Committees for Succession Planning


Family trusts are often an elusive and misunderstood relationship between advisors, settlor, trustees and beneficiaries. Learn why this is...

Podcast: Have Business Partners? Understand Buy-Sell Agreements Podcast: Have Business Partners? Understand Buy-Sell Agreements Podcast: Have Business Partners? Understand Buy-Sell Agreements Podcast: Have Business Partners? Understand Buy-Sell Agreements


Learn about buy-sell agreements and why they are an integral part of exit planning.

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Tom Heller perfectly describes how long it takes to separate yourself from your business in a healthy and productive way, and what can be...

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Assemble a group of professionals with education, experience and skills who will help you achieve your goals and prepare you and your...

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Tom Deans tells us to 'follow the money' when it comes to transitioning your family business. If your kids aren't investing back in the...

5 Approaches to Generating a Track Record for a Winning Valuation 5 Approaches to Generating a Track Record for a Winning Valuation 5 Approaches to Generating a Track Record for a Winning Valuation 5 Approaches to Generating a Track Record for a Winning Valuation


A company’s financial track record is one of the fundamental drivers of value. Learn five simple approaches you can take to start growing...

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Do you think about the longevity of your business? What would happen if you were no longer in charge? Learn how to make your own succession...

When is the Best Time to Sell My Business? When is the Best Time to Sell My Business? When is the Best Time to Sell My Business? When is the Best Time to Sell My Business?


If you are selling your business, there is always a right time and a wrong time. This article tells you why waiting until the right time...

Does Your CEO Successor Have the Right Stuff? Does Your CEO Successor Have the Right Stuff? Does Your CEO Successor Have the Right Stuff? Does Your CEO Successor Have the Right Stuff?


Finding the right successor is hard. If you're not sure your CEO is the right choice, you're not alone. These are the 5 weakest types of...

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The more knowledgeable you are about investors and their mindsets, the more successful you will be during an M&A event. Being able to...

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Private companies are valued based on a multiple of EBITDA, with the multiple typically being lower because they are considered riskier...

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In this podcast with GEXP Collaborative's Brandon Wood, you'll learn what a value gap is and why you need to take a good look at your...

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For bricks and mortar companies or those that offer products or services associated with chemicals or commodities, a buyer is sure to...

Private Equity Firms: Are They a Good Fit for Your Business? Private Equity Firms: Are They a Good Fit for Your Business? Private Equity Firms: Are They a Good Fit for Your Business? Private Equity Firms: Are They a Good Fit for Your Business?


Selecting the right buyer is just as important as the price you settle on. Private equity firms are just one option to consider for owners...

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Whether you've been through a recession or not, you still get a shiver when you think about what would happen to your business if one...