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BuildStartup Exit Strategy: A Comprehensive Guide to Planning for Success
A startup exit strategy is not just about walking away, it's about creating a roadmap that maximizes value for founders, investors...
EXIT PLANNING SOFTWARE FOR FINANCIAL ADVISORS
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Retirement
What Is an Exit Strategy in Business?
An exit strategy in business is a business owner's devise to sell, close, or transfer company ownership. It outlines the steps and processes
Shaun Savvy
Dec 13, 2024
cepa
How to Maximize Your CEPA Exam Preparation
CEPA Exam Preparation is a critical milestone for professional advisors aiming to help business owners transition their businesses...
Shaun Savvy
Nov 20, 2024
financial planning
Business Estate Planning vs Exit Planning: Key Differences Explained
Understanding the differences between business estate planning vs exit planning is essential for advisors offering comprehensive financial planning...
Shaun Savvy
Nov 13, 2024
financial planning
How to Start an Estate Planning Practice: Financial Advisors
Understanding how to start an estate planning practice can differentiate a financial advisor from their peers and offer substantial value...
Shaun Savvy
Oct 31, 2024
Retirement
Family Business Succession Plan: Smooth Transition
A Family Business Succession Plan is one of the most important strategic initiatives a family-owned business can undertake...
Shaun Savvy
Oct 26, 2024
Retirement
Exit Strategies for Entrepreneurs: How to Align Your Strategic Plan with Long-Term Goals
In this blog post, we’ll explore the exit strategies for entrepreneurs and explain how to align your strategic plan with long-term exit goals
Shaun Savvy
Oct 5, 2024
strategic planning
Common EBITDA Adjustments and What They Mean for Your Business
Learn about common EBITDA adjustments and how they impact business valuation, financial reporting, and core profitability.
Shaun Savvy
Sep 22, 2024
Retirement
What Are the Benefits of Strategic Planning for Entrepreneurs?
This post explores the many benefits of strategic planning & breaks down how it positively impacts various aspects of entrepreneurial ventures.
Shaun Savvy
Sep 15, 2024
strategic planning
What is Owner Readiness? Business Ownership 101
When discussing business ownership, a crucial concept often gets overlooked but is essential for long-term success: Owner Readiness.
Shaun Savvy
Aug 26, 2024
strategic planning
What is Return on Invested Capital? (ROIC)
Return on Invested Capital ROIC is a crucial financial metric that measures a company's ability to generate profit from its invested capital
Shaun Savvy
Aug 21, 2024
strategic planning
What is Adjusted Ebitda? Earnings Metrics 101
There are various metrics that entrepreneurs need to consider. One of these key metrics is Adjusted EBITDA.
Shaun Savvy
Jul 15, 2024