Exit Planning


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Executing a management buyout requires a willing seller and a prepared management team. Find out the key factors that are required to...

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...

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...

EBITDA Engineering Before Selling a Business EBITDA Engineering Before Selling a Business EBITDA Engineering Before Selling a Business EBITDA Engineering Before Selling a Business


It's important to consider how your EBITDA will impact your valuation. These basic accounting policies can help you get the results you're...

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Chances are you're not making tax benefits work for you or your business. Imagine getting more money for doing something you have to do...

Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?' Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?' Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?' Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?'


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...

All Companies Need to Look at Succession Planning All Companies Need to Look at Succession Planning All Companies Need to Look at Succession Planning All Companies Need to Look at Succession Planning


Large businesses aren't the only ones that need to consider succession planning. No matter the size of your company, it's vital you are...

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Transferring ownership of a business is difficult. Transferring it to a family member makes it even more complicated. Here are eight things...

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...