An old-fashioned calculator lying on a balance sheet

Is an Unsolicited Offer to Buy the Business Worth Considering?

Friday, September 20, 2019

How do you know when to pursue an unsolicited offer?

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How Business Performance and Health Affect Exit Planning

Friday, September 13, 2019

The ability to marry business performance and health is key to Exit Planning.

A concrete road covered in stray leaves flanked by trees that are changing color in autumn.

Which Exit Planning Tools Serve Exit Planning Experts Best?

Friday, September 6, 2019

See the top three Exit Planning tools Exit Planning experts use.

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Where Do Exit Planning Experts Come From?

Friday, August 30, 2019

Exit Planning experts go through a vigorous vetting process.

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Making Recommendations for a Successful Business Exit

Friday, August 23, 2019

Three places where advisors can find recommendations.

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What Does an Exit Planning Road Map Look Like?

Friday, August 16, 2019

Though each road map is unique, there are some common threads.

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Setting the Exit Planning Timeline: How Long Does Exiting Take?

Friday, August 9, 2019

Yes, “it depends,” but here’s what it depends on.

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Exit Planning, Optionality, and the Ideal Exit Path

Friday, August 2, 2019

Exit Planning and optionality give owners several options for success.

A woman’s hand writing on a piece of paper between two laptops, one of which shows a screen with graphs and says “Company’s Growth.”

How to Properly Measure Business Owner Resources

Friday, July 26, 2019

Business owner resources are the potter’s wheel of shaping an Exit Plan.

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Shaping an Owner’s Exit Plan From Start to Finish

Friday, July 19, 2019

Shaping an owner’s Exit Plan is a process with a potentially huge payoff.

Are you ready to help your clients exit?

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