Exit Planning

Focus on Operating to Maximize Company Valuation Operating Efficiency is a key value driver for companies and company valuations. Low fixed costs relative to industry standards can drive profit [...]

Rapid economic growth and strong markets coming out of the Covid-19 pandemic have fueled a historic run of private equity exits. Exit values are 50% larger 2021 year-to-date than the next highest [...]

In a past post, we met an owner who told his advisors that he planned to leave his company not on a specific date but “in about five years.” Would it surprise you to learn that owners who pull [...]

In the realm of Exit Planning and Estate Planning, it can be important to understand what estate taxes are, know the tools available to help minimize them, and employ those tools to transfer your [...]

As advisors, we often hear from business owners some variation of the following comments: “I think it is time to back away from my business.” “I’d really like the freedom to do whatever I [...]

With the new year upon us, many people have begun their journeys to fulfill their New Year’s resolutions. For business owners, it’s no different. Between creating goals for the business to [...]

In this issue, we attempt to dismantle the most common objections owners have to undertaking the planning necessary to exit their companies successfully. Excuses to avoid Exit Planning include [...]

We hear it all the time. Do any of these sound familiar? “I’m never leaving my business. I love what I do.” “I don’t intend to exit my business. I plan on working until the very end.” “I can’t [...]

You know how things work in terms of starting and running a successful business. You’ve hired the right people, offered a useful product or service, and developed high-quality relationships with [...]