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exit planning

How Many OKRs Should a Team Have

How Many OKRs Should a Team Have?

When it comes to setting objectives and key results (OKRs) for your team, finding the right balance is crucial. But how many OKRs should a team have? And how many key results per objective are ideal? In this blog post, … Read More

what are value drivers

What are Value Drivers? Business Risk Management

In the business world, understanding and leveraging value drivers is crucial for enhancing business valuation, ensuring sustainable growth, and preparing for potential risks or exit strategies. But what exactly are value drivers, and how do they impact a company’s performance … Read More

What is Financial Analysis Software?jpg

What is Financial Analysis Software?

Are you looking to gain a deeper understanding of your company’s financial health? If so, you’ve likely come across the term ‘financial analysis software’. But what exactly is financial analysis software? This technology is a vital tool used by businesses … Read More

Digital-CPA-2024

What is the DCPA? Digital CPA Conference 2024

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 2024, the premier event for accounting professionals to learn about the latest trends … 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

Become a successful business advisor

Becoming a Successful Business Advisor

Becoming a successful business advisor requires a unique set of skills and knowledge. From identifying business problems to recommending solutions, a business advisor must have the ability to help companies reach their full potential. In this blog post, we’ll cover … 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