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Resources Archive by category "Uncategorized"

Category: Uncategorized

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.

Headwinds and Exiting

January 1, 1970

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

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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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Business Buyers? They’re a Dime a Dozen.

January 1, 1970

In order to sell a business, it must be attractive to potential buyers.

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Creative modern young business colleges searching for some new ideas while sitting in a coffee shop. Looking at laptop and chatting.

How Long Does a Business Exit Take?

January 1, 1970

Every business exit time frame is contingent on both the owner’s goals and the business’ readiness for transfer.

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A Business Owner’s First Whiff of Freedom

January 1, 1970

Typically a business needs years of preparation to enable its owner to exit successfully.

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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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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 overcome them.

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