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Identify the Owner’s Concerns to Initiate Phased Planning

Friday, July 24, 2020

Before you can even start discussing an Exit Plan, you first must identify why an owner wants to leave their business and what their top priorities are. 

Prioritize Planning Phases 

Friday, July 17, 2020

Before an Exit Plan can be created, one must first evaluate top priorities to decide what tasks should be tackled first. 

Phased Comprehensive Planning

Friday, July 10, 2020

Break down your comprehensive Exit Plan to focus on your client's primary concerns first. 

top advisor secret

Top Advisors’ Planning Secret

Friday, July 3, 2020

To be a successful advisor, one must be able to know what motivates each of their clients. 

The Dark Side of Transferable Value

Friday, June 26, 2020

It is important for owners to become dispensible for them to be able to sell their business one day, but be sure to remind your business owners to not allow their management team to become too indispensible. 


Owner Dispensability: The Key to Transferable Value

Friday, June 19, 2020

In our last blog post we met Ida and Gary Nella, the owners of a successful machine shop.


Transferable Value: The Hard Truth

Friday, June 12, 2020

Understanding the real valuation of a business. 

forever owner

Value Building: The Crisis Vaccination

Friday, June 5, 2020

The COVID Pandemic crisis has affected us all in different ways. There are still many business owners out there who do not want to sell, even though in two previous posts, we suggested that:

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Helping “Forever Owners” With the COVID Crisis

Wednesday, May 27, 2020

Even those owners that never want to sell their business need help during the COVID Crisis. 

The Illusion of Equal Ownership

Friday, May 22, 2020

Sometimes equal ownership transfers to an owner's children is not always "equal."

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