Exit Planning


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...

Pitfalls to Watch for in Professional Practice Mergers & Acquisitions Pitfalls to Watch for in Professional Practice Mergers & Acquisitions Pitfalls to Watch for in Professional Practice Mergers & Acquisitions Pitfalls to Watch for in Professional Practice Mergers & Acquisitions


You may only do one merger or acquisition in your life, but it will be one of the most important transactions of your life. Here are some...

Private Equity Recapitalization: Sell Your Business Twice! Private Equity Recapitalization: Sell Your Business Twice! Private Equity Recapitalization: Sell Your Business Twice! Private Equity Recapitalization: Sell Your Business Twice!


When you get to the point in your life where you are thinking about selling your business, take a look at private equity recaps as a way to...

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...

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


Every business owner wnats to maximize their value, particularly when it comes time to sell. Utilizing these key strategies will help you...

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...

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: 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,...

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...

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...

Podcast: Successful Exits Require Planning with John Brown Podcast: Successful Exits Require Planning with John Brown Podcast: Successful Exits Require Planning with John Brown Podcast: Successful Exits Require Planning with John Brown


Ryan Tansom's exit planning podcast wtih John Brown will run you through all the important reasons you need to have an actual plan when you...

Podcast: How Great Entrepreneurs Exit Their Companies on Top. Interview with Bo Burlingham Podcast: How Great Entrepreneurs Exit Their Companies on Top. Interview with Bo Burlingham Podcast: How Great Entrepreneurs Exit Their Companies on Top. Interview with Bo Burlingham Podcast: How Great Entrepreneurs Exit Their Companies on Top. Interview with Bo Burlingham


Just because you're ready to exit your business doesn't mean you're a quitter. Take Bo Burlingham's advice and learn the ins-and-outs of...

Podcast: What is a Family Office? Interview with Richard Wilson Podcast: What is a Family Office? Interview with Richard Wilson Podcast: What is a Family Office? Interview with Richard Wilson Podcast: What is a Family Office? Interview with Richard Wilson


This interview with Richard Wilson who founded the Family Office Club will provide you with all the information you need about family...

How an MBO Can Be the Right Solution When Planning Your Exit How an MBO Can Be the Right Solution When Planning Your Exit How an MBO Can Be the Right Solution When Planning Your Exit How an MBO Can Be the Right Solution When Planning Your Exit


Who is going to buy your company when it comes time to sell your business? Have you considered your management team? They might be the...

It's a Sellers' Market for Private Companies It's a Sellers' Market for Private Companies It's a Sellers' Market for Private Companies It's a Sellers' Market for Private Companies


Today's market can make you question if you should sell your business or not. Robert Napoli argues that now is a great time to sell your...

Ready to Sell Your Business? Prepare Yourself Emotionally First Ready to Sell Your Business? Prepare Yourself Emotionally First Ready to Sell Your Business? Prepare Yourself Emotionally First Ready to Sell Your Business? Prepare Yourself Emotionally First


At some point, you are going to sell your business. Maybe this thought excites you. No matter what your circumstances, however, you need to...