Posts by Scott Brittman

Advisor Succession Planning

The Importance of Time in an Employee Buy Out

Many, probably most, business owners would like to sell their businesses to their employees, but for one nagging problem: Their...

Financial Advisory Practice

Six Estate Planning Questions for Business Owners

James Keefe sat nervously in his Exit Planning Advisor’s office. Until the day before, he had been president of Keefe...

Financial Advisor Practice

Cash Flow Forecasting: The Ultimate Reality Check

Why is cash flow is so important to third party buyers, and by extension, to sellers of closely held companies?...

Financial Advisor Practice

Can You Sell Your Company to an Outside Third Party?

We talk to business owners every day who “plan” to exit their companies via a sale to a third party...

Advisor Succession Planning

Using Exit Planning Advisors

“My investment advisor suggested that I sell my company to an ESOP. Is that a good idea?” “My estate planning...

Financial Advisory Practice For Sale

The Importance of Financial Statements in the Exit Planning Process

Whether you plan to transfer your business to an insider or sell to a third party, demonstrating your company’s financial...

Financial Planning Firms

Characteristics of Bonus Incentive Plans

Too often, owners only discover that the compensation plans they’ve put in place for key employees are sadly inadequate when...

Advisor Succession Planning

Loss of Key Talent – You The Owner

Three issues confront a company whose owner dies or becomes disabled prior to a planned exit: Continuation of ownership; Company’s...

Financial Planning

Characteristics of a Well-Prepared Buyer

Assuming that all business owners (except for those forced to liquidate) will eventually sell or transfer their companies, we often...

Financial Advisor Practice

Equality and Fairness in Transfers to Kids

Stan Briggs was perplexed when he told his advisor, “My son, Patrick, has worked in the business for the last...

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