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Transfers of Ownership to Children: The Advantages 

There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 

The Problems of a Lifetime Exit

Life is short. Don't leave your business in the wrong hands by not planning properly. 

Enhance Business Value Through Effective Cash Flow Management: Part 1

Understand how your clients can enhance the value of their business through efficient cash flow management strategies.  

Cash Flow 101

Understand the many aspects of a business cash flow has an affect on. 

Identify the Owner’s Concerns to Initiate Phased Planning

Before you can even start discussing an Exit Plan, you first must identify why an owner wants to leave their business and what their top priorities are. 

Prioritize Planning Phases 

Before an Exit Plan can be created, one must first evaluate top priorities to decide what tasks should be tackled first. 

Top Advisors’ Planning Secret

To be a successful advisor, one must be able to know what motivates each of their clients. 

The Dark Side of Transferable Value

It is important for owners to become dispensible for them to be able to sell their business one day, but be sure to remind your business owners to not allow their management team to become too indispensible. 

Transferable Value: The Hard Truth

Understanding the real valuation of a business. 

The Illusion of Equal Ownership

Sometimes equal ownership transfers to an owner's children is not always "equal."

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