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Exit & Succession Planning

Digital CPA 2023

What is the DCPA? Digital CPA Conference 2023

Are you a CPA looking to stay ahead of the game in the ever-evolving world of digital accounting? Then mark your calendars for the Digital CPA Conference 2023, the premier event for accounting professionals to learn about the latest trends … Read More


What is Exit Planning?

What is exit planning? It’s a question that many business owners may ask themselves when they start thinking about the future of their company. Essentially, exit planning is the process of creating a strategic plan for leaving a business. This … Read More

Key Elements of Business Planning for 2024

Key Elements of Business Planning for 2024

Business owners and advisors have historically avoided business planning as it has been time-consuming and cumbersome. Business planning is important for successful companies. It’s necessary to stay updated on the latest trends and strategies in the ever-changing business world. In … Read More

being a better business consultant

Retirement Anxiety & Business Exit Planning: Case Study

Retirement anxiety is an emotion of concern or worry, experienced by people yet to retire, about the prospect of retirement. Examples include concerns about how they’ll fill their time, financial worries and feeling a loss of identity. The following article … Read More

What is The Sellability Score? Exit Planning 101

What is The Sellability Score? Exit Planning 101

Are you considering transitioning out of your business? Exit planning is an important process for business owners considering selling their company. It helps them prepare for a successful sale and maximize their return. The Sellability Score is a key part … Read More

What is a CEPA? Certified Exit Planning Advisor

Are you considering transitioning out of your business? If so, you may have heard of a Certified Exit Planning Advisor (CEPA). But what is a CEPA? A CEPA is a professional who specializes in helping business owners develop a plan … Read More

Buying an Existing Business 101

Buying an Existing Business 101

Is it a good idea to buy a business? Are you wondering why buyers buy a business? Is it better to buy a business vs starting a business? In this blog post, we’ll provide a complete guide to the process … Read More

Exit Planning for Advisors 2023

Exit Planning for Advisors: Profitable Opportunity in 2023

In the business world, having a strong business plan will generally yield a successful operation. Likewise, strategic planning can help management teams and staff to financial stability and clarity.  Exit planning for advisors is becoming a hot topic in the … Read More

exit planning considerations

Exit Planning Considerations: Buyers

There are several ways business owners approach exiting a business. The majority of business owners exiting their business either sell the business to a third party or allow a family member or management team to buy into the business. That … Read More

How to create a valuable business

How to Create a Valuable Business

Getting a return on investment is the main motivation behind purchasing a business. Each prospective acquisition is evaluated based on the degree of possible future earnings the buyer feels the company can produce, the risk level associated with achieving these … Read More