Exit Planning


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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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...

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Strategic planning can be a simple enough process to start. Use these three questions to get yourself positioned to increase business value.

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Mike Rynchek from Spyder Trap details his entrepreneurial journey from start to finish. Learn his views on work-life balance and how they...

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There are lots of valuation methods out there, but is any one of them the right fit for you? Here are some options you may not know about...

3 Principles Successful M&A Deals Have in Common 3 Principles Successful M&A Deals Have in Common 3 Principles Successful M&A Deals Have in Common 3 Principles Successful M&A Deals Have in Common


Every deal has its own unique challenges, but just about every successful deal has three key elements in common. Find out what they are...

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Inevitably, you are going to exit your company. Which exit channel is best for you? This list of 10 exit options will help you decide which...