An older man holding a child’s hand, walking into a sunset.

Dealing With the Unforeseen in Exit Planning

Friday, July 12, 2019

The unexpected doesn’t have to be unexpected with Exit Planning.

A brown sign reading “Unstable Cliffs, Stay Back, No Public Access” in front of an ocean view.

Uncovering Exit Planning Assumptions Before It’s Too Late

Friday, July 5, 2019

Exit Planning assumptions can destroy even the most well-intentioned plans.

Two men arm wrestling on a wooden table with a small pile of money between them.

The Best Starting Point in Family Business Transfers

Friday, June 28, 2019

Family business transfers require everyone to be on the same page.

A woman climbing a steep rockface using an orange rope and climbing gear, with a large waterfall to her right.

Exit Planning Strategy: Using an Owner’s Goals to Start Planning

Friday, June 21, 2019

When business owners talk about their goals, they often realize that they need to start implementing a sound Exit Planning strategy to achieve them.

Chain-link fence locked with a large chain and padlock in front of a dirt road.

2 Obstacles Owners Create That Prevent Successful Business Exits

Friday, June 14, 2019

Self-made problems are the hardest ones to address.

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What All Buyers Want From Business Owners' Lifestyle Businesses

Friday, June 7, 2019

What business owners have and what buyers expect is often quite different.

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Why Business Owners Are Not Prepared for the Unexpected

Friday, May 31, 2019

And what advisors can do to get them ready.

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The Worst Thing Business Owners Can Do to Their Financial Futures

Friday, May 24, 2019

Self-made threats to financial futures are common but avoidable if advisors know how to help.

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How to Make a Buy-Sell Agreement Less Dangerous

Friday, May 17, 2019

A Buy-Sell Agreement can do more harm than good unless advisors craft it correctly.

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What Exit Planning Advisors Do to Manage Business Risk

Friday, May 10, 2019

Exit Planning Advisors play a huge role in managing business risk.

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