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Exit & Succession Planning

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

Exit a Business

Exiting a Business: What to Consider

When making the decision on exiting a business, it is important to consider the reasons for this transition. Some people will retire, some will take an extended holiday and some will re-enter the workforce as an employee. Others will buy … Read More

Determine your exit plan options

Determine Your Exit Options

Starting the exit and succession planning process can be daunting. Where do you start and how do you know the best decision(s) to make for your business and you personally? The best place to start is to determine your exit … Read More

Planning your exit

Planning Your Business Exit in 9 Steps

Selling a business is a major milestone in the life of an entrepreneur. Your last day as the owner is as emotional as your first but for very different reasons. To ensure the sale is a success, consider the following … Read More