Exit Planning


The #1 Reason Business Sellers Leave Chips on the Table The #1 Reason Business Sellers Leave Chips on the Table The #1 Reason Business Sellers Leave Chips on the Table The #1 Reason Business Sellers Leave Chips on the Table


We asked seasoned exit planning professionals how to avoid leaving wealth behind when selling a company. Their answers educated and...

5 All Too Common Balance Sheet Red Flags That Could Impact Salability 5 All Too Common Balance Sheet Red Flags That Could Impact Salability 5 All Too Common Balance Sheet Red Flags That Could Impact Salability 5 All Too Common Balance Sheet Red Flags That Could Impact Salability


Taking a hard look at your balance sheet will help identify potential red flags that could send a buyer running the other way.

Is Your Management Team the Right Exit Channel for You? Is Your Management Team the Right Exit Channel for You? Is Your Management Team the Right Exit Channel for You? Is Your Management Team the Right Exit Channel for You?


A management buy-out or buy-in can be an excellent alternative to selling your company. Here are three steps to help you evaluate if...

Find a Family Successor for Your Business Find a Family Successor for Your Business Find a Family Successor for Your Business Find a Family Successor for Your Business


A traditional estate or succession plan for a family or closely held business should encompass and be part of the estate plan, the...

Podcast: I've Helped Sell Over 100 Businesses; Here's My Advice Podcast: I've Helped Sell Over 100 Businesses; Here's My Advice Podcast: I've Helped Sell Over 100 Businesses; Here's My Advice Podcast: I've Helped Sell Over 100 Businesses; Here's My Advice


The sale process is the moment of truth when you convert all of your hard work into cold hard cash. Most entrepreneurs only get the chance...

Private Capital Markets 101 Private Capital Markets 101 Private Capital Markets 101 Private Capital Markets 101


Rules followed by the Public Capital Markets do not necessarily apply to the Private Capital Markets. Here is a summary of what you need to...

Podcast: The First Question in Exit Planning: Who Is Going to Own Your Company? Podcast: The First Question in Exit Planning: Who Is Going to Own Your Company? Podcast: The First Question in Exit Planning: Who Is Going to Own Your Company? Podcast: The First Question in Exit Planning: Who Is Going to Own Your Company?


The most important question that business owners need to answer is who is going to own their business in a few years. Based on their answer...

How to Find the Ever Elusive Proprietary Deal How to Find the Ever Elusive Proprietary Deal How to Find the Ever Elusive Proprietary Deal How to Find the Ever Elusive Proprietary Deal


Just like unicorns, Loch Ness monster and Bigfoot, proprietary deals are mythical creatures rarely encountered. So, just how can a PE firms...

How to Perform a Successful Competitor Analysis (and Use it to Your Advantage) to Maximize Value How to Perform a Successful Competitor Analysis (and Use it to Your Advantage) to Maximize Value How to Perform a Successful Competitor Analysis (and Use it to Your Advantage) to Maximize Value How to Perform a Successful Competitor Analysis (and Use it to Your Advantage) to Maximize Value


The results of a competitor analysis can ultimately help your business to maximize its value through the eyes of a potential acquirer....

Podcast: How to Increase the Probability of a Successful Exit Podcast: How to Increase the Probability of a Successful Exit Podcast: How to Increase the Probability of a Successful Exit Podcast: How to Increase the Probability of a Successful Exit


Have you defined what a successful exit actually looks like? Do you have a realistic goal for when you want to sell the company and how...

Seven Questions for Highly Effective Business Transitions Seven Questions for Highly Effective Business Transitions Seven Questions for Highly Effective Business Transitions Seven Questions for Highly Effective Business Transitions


We are in the midst of a demographic tsunami with respect to business ownership transition. Will you as a business owner be ready? If you...

Podcast: Keys to Finding Happiness After Selling Your Business Podcast: Keys to Finding Happiness After Selling Your Business Podcast: Keys to Finding Happiness After Selling Your Business Podcast: Keys to Finding Happiness After Selling Your Business


Bo Burlingham's book, Finish Big, summarized his research with entrepreneurs on the keys to a successful and happy exit from a business.

Podcast: Making Business Valuations Affordable, Accessible and Real-Time for the Middle Market Podcast: Making Business Valuations Affordable, Accessible and Real-Time for the Middle Market Podcast: Making Business Valuations Affordable, Accessible and Real-Time for the Middle Market Podcast: Making Business Valuations Affordable, Accessible and Real-Time for the Middle Market


In the past, knowing the real-time value of your private businesses was impossible. BizEquity is changing that by democratizing business...

How to Double the Value of Nearly Any Business How to Double the Value of Nearly Any Business How to Double the Value of Nearly Any Business How to Double the Value of Nearly Any Business


A framework for increasing the value of any business by transforming it into a thriving, turn-key operation.

Choosing the Right M&A Attorney When Selling Your Mid Market Business Choosing the Right M&A Attorney When Selling Your Mid Market Business Choosing the Right M&A Attorney When Selling Your Mid Market Business Choosing the Right M&A Attorney When Selling Your Mid Market Business


A common sense approach for CEOs to follow when selecting the right M&A attorney for their deal.

Retirement Planning Specifically for Mid-Market Business Owners Retirement Planning Specifically for Mid-Market Business Owners Retirement Planning Specifically for Mid-Market Business Owners Retirement Planning Specifically for Mid-Market Business Owners


The concept of “paying oneself first” is very crucial, especially for mid-market business owners. Many entrepreneurs do not realize the...

Maintaining Confidentiality When Selling a Mid-Market Business Maintaining Confidentiality When Selling a Mid-Market Business Maintaining Confidentiality When Selling a Mid-Market Business Maintaining Confidentiality When Selling a Mid-Market Business


One of the biggest fears when sell a business is breach of confidentiality. You never want your employees, customers or competitors to know...

Podcast: The Importance of Business Continuity Planning Podcast: The Importance of Business Continuity Planning Podcast: The Importance of Business Continuity Planning Podcast: The Importance of Business Continuity Planning


What if you died and your spouse just inherited your business. What should they do with it? Learn more about business continuity planning...

Podcast: How to Become a Passive Owner in Your Business Podcast: How to Become a Passive Owner in Your Business Podcast: How to Become a Passive Owner in Your Business Podcast: How to Become a Passive Owner in Your Business


If you want to sell your company, you must prove to a buyer that success is not dependent on your day-to-day involvement. But how can you...