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Is an Unsolicited Offer to Buy the Business Worth Considering?
Blog Post
How do you know when to pursue an unsolicited offer?
How Business Performance and Health Affect Exit Planning
Blog Post
The ability to marry business performance and health is key to Exit Planning.
Ep. 5: From Ownership to Entry-Level Retail: Avoiding Devastating Mistakes
Podcast
Preventing devastating Exit Planning mistakes.
Which Exit Planning Tools Serve Exit Planning Experts Best?
Blog Post
See the top three Exit Planning tools Exit Planning experts use.
Where Do Exit Planning Experts Come From?
Blog Post
Exit Planning experts go through a vigorous vetting process.
Ep. 4: Shaping an Owner’s Mind-Set to Create Future Success
Podcast
How to talk about goals without overwhelming owners.
Making Recommendations for a Successful Business Exit
Blog Post
Three places where advisors can find recommendations.
What Does an Exit Planning Road Map Look Like?
Blog Post
Though each road map is unique, there are some common threads.
Setting the Exit Planning Timeline: How Long Does Exiting Take?
Blog Post
Yes, “it depends,” but here’s what it depends on.
Ep. 3: Preventing Backstabbing and Other Avoidable Risks
Podcast
Protecting your clients from various risks.