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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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Maintain Control of Your Business Until All Your Goals Have Been Achieved

Friday, May 15, 2020

Perhaps the most basic tenet of Exit Planning for business owners is that owners should maintain control of their companies until they attain all their goals and aspirations. This tenet applies, perhaps even more so, to transfers of family businesses.

Why Are Family Business Transitions Often So Difficult?

Friday, May 8, 2020

The failure of families to successfully and happily transfer business ownership from one generation to the next is the stuff of movies. Family discord has been celebrated since the dawn of recorded history.

Tom Cruise Explains Exit Planning

Monday, May 4, 2020

Jim called his advisor, Marla, to talk about an obstacle to his family transition plan that had taken him completely by surprise. “As you already know, I’ve been talking with my daughter about taking over the business.

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In Today’s Business Ballgame, Do Your Clients Want Out After Strike 2?

Friday, April 24, 2020

Today, most of our successful business owner clients are now facing the second economic crisis of their careers. Strike 1, of course, was the Great Recession of 2008 to 2012. That recession, struck without warning, or should I say without awareness because there was plenty of warning?

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Growing a Business During Challenging Times

Friday, April 17, 2020

Even in the middle of a worldwide pandemic, there is still opportunity to grow enterprise value by acquiring competitors. This growth strategy has long been a favorite of well-financed strategic buyers.

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The Startling Answer to: When Do Owners Want to Exit?

Friday, April 10, 2020

Learn how to manage the estimated twenty-five of clients that want to retire but still own their business. 

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What Does “I Want to Exit in X Years” Actually Mean?

Friday, April 3, 2020

Don't get caught in the "rolling 5-year Exit Plan". 

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Is Marketing to Centers of Influence a Waste of Your Time and Money?

Friday, March 27, 2020

"I've referred three great clients to Mary Smith because she's a topnotch CPA. All I've gotten in return is a thank you email.

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