Choosing the Right M&A Option for your Clients
This week, one of our newest partners, CSG Partners, gives a high-level overview of multiple M&A transaction types and the pros and cons of each.
Exit Planning Process: Creating a Comprehensive Plan
In this blog, we’ll conclude the Exit Planning Process series with an introduction into the Representation Process and the four key steps involved in creating an executable Exit Plan.
Exit Planning Process: Overcoming Fee Apprehension
Simply quoting a price will not suffice. You need to set the stage for the conversation by explaining the value and benefits of Exit Planning.Â
Exit Planning Process: The Engagement Meeting
The Engagement Meeting is a critical step in the Exit Planning Process. In this meeting, you will have the opportunity to convert your prospects into clients by discussing the goals of the business owner and how you can help them achieve those goals.Â
Exit Planning Process: The Discovery Meeting
During the Discovery Meeting, your goal as the business advisor is to understand the owner’s goals and aspirations, and determine whether you can help them achieve those goals.
Common Misperceptions in an Owner’s View of Exit Planning
In today’s blog, we’ll look at 4 common misperceptions about planning so you can match your tactics with the reasons why owners are holding back.Â
