Exit Planning


Podcast: Expensive Mistakes When Selling a Business Podcast: Expensive Mistakes When Selling a Business Podcast: Expensive Mistakes When Selling a Business Podcast: Expensive Mistakes When Selling a Business


In this podcast with Stuart Sorkin, learn about common exit planning mistakes and things you can do right now to prepare for an exit.

Podcast: Strategies for Managing Wealth in Your Private Business Podcast: Strategies for Managing Wealth in Your Private Business Podcast: Strategies for Managing Wealth in Your Private Business Podcast: Strategies for Managing Wealth in Your Private Business


In this podcast, Chris Mercer talks about invaluable strategies for unlocking the wealth in private businesses and creating financial...

Podcast: Can Private Equity Help Grow Your Equity Value by 3X? Podcast: Can Private Equity Help Grow Your Equity Value by 3X? Podcast: Can Private Equity Help Grow Your Equity Value by 3X? Podcast: Can Private Equity Help Grow Your Equity Value by 3X?


In this podcast, James Darnell of KLH Capital shares his experience of partnering with business owners in the lower middle market.

Podcast: The Myth of Value Creation Podcast: The Myth of Value Creation Podcast: The Myth of Value Creation Podcast: The Myth of Value Creation


Discover how you can exit your business at a more lucrative price to the right successor.

Podcast: A Guide to Family Business Transitions Podcast: A Guide to Family Business Transitions Podcast: A Guide to Family Business Transitions Podcast: A Guide to Family Business Transitions


Business succession can be a very stressful process for families. In this podcast, an industry pioneer discusses some fundamental ways for...

Podcast: Why Don't Business Owners Embrace Exit Planning? Podcast: Why Don't Business Owners Embrace Exit Planning? Podcast: Why Don't Business Owners Embrace Exit Planning? Podcast: Why Don't Business Owners Embrace Exit Planning?


Exit planning is understanding the correlation between the way a business is run and its valuation.

Common Tax Strategies for Mid-Market Deals Common Tax Strategies for Mid-Market Deals Common Tax Strategies for Mid-Market Deals Common Tax Strategies for Mid-Market Deals


Tax planning is one of the most complicated parts of completing deals. Learn some common strategies that can help minimizes taxes payable...

Podcast: Think Twice Before Involving Your Kids in the Family Business Podcast: Think Twice Before Involving Your Kids in the Family Business Podcast: Think Twice Before Involving Your Kids in the Family Business Podcast: Think Twice Before Involving Your Kids in the Family Business


Author of two international best-seller books, Tom Deans, Ph.D. provides a thought-provoking and contrarian approach to business succession...

5 Core Tenets of Exit Planning 5 Core Tenets of Exit Planning 5 Core Tenets of Exit Planning 5 Core Tenets of Exit Planning


Business owners: prepare for the single largest financial transaction in your lifetime.

Podcast: How to Choose the Right Private Equity Partner Podcast: How to Choose the Right Private Equity Partner Podcast: How to Choose the Right Private Equity Partner Podcast: How to Choose the Right Private Equity Partner


Are you thinking of taking on a private equity partner? Here are some things to consider when evaluating potential suitors.

Podcast: Managing Family Dynamics in Business Succession Planning Podcast: Managing Family Dynamics in Business Succession Planning Podcast: Managing Family Dynamics in Business Succession Planning Podcast: Managing Family Dynamics in Business Succession Planning


Wealth brings complexity. In this podcast, Matthew Wesley, a family succession expert, shares his experiences in managing the dynamics of a...

Podcast: The Importance of Mergers and Acquisitions in the Middle Market Podcast: The Importance of Mergers and Acquisitions in the Middle Market Podcast: The Importance of Mergers and Acquisitions in the Middle Market Podcast: The Importance of Mergers and Acquisitions in the Middle Market


The middle market represents 1/3 of private sector GDP and employs approximately 25% of the total labor force. Yet, it is estimated 70% of...

The 10 Things Your Business Broker Must Do to Earn the Fee The 10 Things Your Business Broker Must Do to Earn the Fee The 10 Things Your Business Broker Must Do to Earn the Fee The 10 Things Your Business Broker Must Do to Earn the Fee


Not all business brokers are created equal. Before you hire one, find out what the good ones do to consistently make the sale and earn...

Podcast: How Private, Mid-Market Businesses Can Avoid Leaving Money on the Table Podcast: How Private, Mid-Market Businesses Can Avoid Leaving Money on the Table Podcast: How Private, Mid-Market Businesses Can Avoid Leaving Money on the Table Podcast: How Private, Mid-Market Businesses Can Avoid Leaving Money on the Table


The average business has a 26% value gap. Think of it as the amount of money that you would leave on the table if you went to sell your...

How to Sell Your Company and the Alchemy of Finding Your Special Sauce How to Sell Your Company and the Alchemy of Finding Your Special Sauce How to Sell Your Company and the Alchemy of Finding Your Special Sauce How to Sell Your Company and the Alchemy of Finding Your Special Sauce


Before selling your company, know what your prospective buyers want and then create the special aspect of your company to meet their needs.

Podcast: How to Build a Sellable Business - An Interview With John Warrillow Podcast: How to Build a Sellable Business - An Interview With John Warrillow Podcast: How to Build a Sellable Business - An Interview With John Warrillow Podcast: How to Build a Sellable Business - An Interview With John Warrillow


John Warrillow, author of the best sellling book 'Built to Sell', provides his expert advice on how owners can build a valuable and...

The Exit Planning Institute Doesn't Want You to Exit The Exit Planning Institute Doesn't Want You to Exit The Exit Planning Institute Doesn't Want You to Exit The Exit Planning Institute Doesn't Want You to Exit


Economic Value is a great tool to ensure your private company can deliver you market rate or above returns. Sadly, it is not broadly...

Simple Test to See if Your Business Will Attract a Premium Valuation Simple Test to See if Your Business Will Attract a Premium Valuation Simple Test to See if Your Business Will Attract a Premium Valuation Simple Test to See if Your Business Will Attract a Premium Valuation


Answering these simple 15 questions can be a predictor if your company will be sold at a premium.

The Sixth Ingredient to a Successful Exit - The Action Plan The Sixth Ingredient to a Successful Exit - The Action Plan The Sixth Ingredient to a Successful Exit - The Action Plan The Sixth Ingredient to a Successful Exit - The Action Plan


The sixth and last ingredient to a successful exit from your business is to have an action plan. Don't let all your planning and...