Legacy Planning in Your Exit
When it comes to building a legacy after retirement, Avoiding Exit Planning Mistakes early on in the Exit Process can save your client both time and money.
Be Proactive: Avoiding Exit Planning Mistakes
At the cornerstone of a functional Exit Plan, your job as the business advisor is to guide the business owner so that the business can live on after the owner exits.Â
Selecting the Best-Suited Successor to the Business Owner
Every exit path requires a solid planning and implementation foundation. At the cornerstone of a functional Exit Plan, your job as the business advisor is to help select the best-suited successor to the business owner so that the business can live on after the owner exits.Â
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
