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Business Exit Planning Blog Articles & Insights

Explore expert-written Exit Planning articles and business planning insights created for today’s professional 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.

Exit Planning

The Role of the Exit Planning Advisor

June 20, 2016

See what roles Exit Planning Advisors play for business owners. We’ve updated this article to

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How a Gap Analysis Prompts Owners to Act

January 1, 1970

Business owners must perform a Gap Analysis to successfully transition out of the business.

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Headwinds and Exiting

January 1, 1970

As a bicycle rider I appreciate the importance of avoiding headwinds on a long ride,

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The Economy Just Ain’t What It Used To Be

January 1, 1970

To grow a business in today’s economy to a value sufficient to provide financial security

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Taxation: The Bite Just Got Bigger Headwind Number 2

January 1, 1970

Two principal ways tax increases negatively affect business owners, and what you can do to

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Return on Investment: My, How Times Have Changed! Headwind – Number 3

January 1, 1970

Conservatively estimate the likely investment return you anticipate from the sale proceeds.

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