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Home › Insights

Insights for Business Advisors

Exit Planning Articles

Explore expert-written Exit Planning articles and business planning insights created for today’s Exit Planning advisors. From value growth strategies to Owner Based planning frameworks, these resources help advisors lead more confidently and serve business owners at a higher level.
Photo of waiter Edsel Ford Fong with a group of joyous customers in 1982.

How to Save a Legacy Business: Lessons from Sam Wo’s Possible Closure

Lindsay Giachetti December 9, 2024

Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor. This historic restaurant, known for its simple Cantonese dishes and colorful legacy, highlights the vital role of Exit Planning. With proper preparation, its future could have been secured, preserving its cultural significance. Can Sam Wo’s story inspire businesses to protect their legacies?

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The Business Advisor’s First and Second Mistakes

admin March 22, 2024

After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes in approach.

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Advisor Differentiation

How Advisors Can Differentiate Themselves: Taking the Burden Off the Owner

admin March 15, 2024

Business owners are a rare breed. In founding their businesses, they buck the trend of working for someone. They think

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Female Pioneers and the Role of Emotional Intelligence in Exit Planning

admin March 8, 2024

As we celebrate Women’s History Month, it’s a perfect opportunity to spotlight the lasting contributions of women in the financial

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Business Continuity Challenges for Sole-Owners

admin March 1, 2024

Explore engagement opportunities with sole owners—those without partners or co-shareholders – and how to kickstart planning with business continuity.

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Navigating Psychological Forces in Business Exits: Insights for Professional Advisors

admin February 23, 2024

In the realm of business exits, understanding the psychological mindset of business owners is paramount for professional advisors.

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