How an ESOP Benefits Business Owners

Friday, February 16, 2018

This post explains how an ESOP can benefit business owners looking to exit their businesses.

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Common Problems in Business Transfers to Children

Monday, February 12, 2018

Learn the most common problems business owners face in transfers to children.

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The Appeal of Selling the Business to Family

Tuesday, February 6, 2018

Learn why selling the business to family can be so appealing to business owners.

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Challenges and Dangers for Business Owners in Third-Party Sales

Wednesday, January 31, 2018

Third-party sales can be rife with dangers. Learn what they are and how you can help business owners avoid them.

Aspirational Goals for Business Owners

Why Business Owners Favor Third-Party Sales

Thursday, January 25, 2018

This post will present six reasons why owners favor third-party sales as an Exit Path.

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5 Insider Transfer Challenges for Business Owners

Friday, January 19, 2018

Help your clients identify the 5 challenges they’ll face when selling to key employees or management, and learn what you can do to help them plan properly.

Image of a Business Owner Reviewing Information on Management and Key Employees on a Tablet

Why Business Owners Sell the Business to Key Employees or Management

Friday, January 12, 2018

Six advantages of transferring a business to insiders, and how business owners can leverage these advantages toward a successful business exit.

Image of a Business Owner with Luggage Walking Down a Road at Sunrise

Beginning the Exit Planning Journey

Friday, January 5, 2018

Help business owners begin the Exit Planning Process with this two-pronged approach.

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Begin With the End in Mind When Exit Planning

Thursday, December 28, 2017

As business owners begin Exit Planning, they must establish goals for themselves and their businesses to guide the Exit Planning Process.

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Valuable Business Owners Know the Value of Exit Planning

Friday, December 22, 2017

Estate planning and Exit Planning work hand in hand to help business owners assure company continuity and family financial security.