Posts by Scott Brittman

Financial Advisory Practice For Sale

Lifetime Ownership Buyout

When co-owners are united in striving toward common business goals such as growing revenue, building business value and increasing cash...

Financial Advisor Practice

Living With Your Buy/Sell Agreement

In the previous issue of this newsletter, we looked at what happens to a company when one owner becomes disabled....

Financial Advisor For Business Owners

Stepping Away From the Store

As advisors, we often hear from business owners some variation of the following comments: “I think it is time to...

Advisor Succession Planning

Using an Intermediary in a Third Party Sale

So what if you’ve never sold a business before? Who better to lead the sale process than the guy who...

Financial Advisory Practice For Sale

My Lawyer Told Me Not To Do It

Case Study When Dennis Brandenton called his accountant to complain about his attorney’s warning not to consider a transfer to...

Financial Planning

Exit Planning Pays Long-Term Dividends

When we talk to business owners about the value of Exit Planning, we are talking about orchestrating a business exit...

Financial Advisor Practice

No Regrets for These Former Owners

For the past several issues of this newsletter, we’ve talked at length about why and how to do the planning...

Financial Advisory Practice For Sale

Business Owners Who Take Time to Plan Exits Increase Chances of Success

“To will is to select a goal, determine a course of action that will bring one to that goal, and...

Financial Advisor Practice

Building Business Value In The Exit Planning Context

We work every day with owners to build sustainable value in their companies. Some of these owners build value so...

Financial Advisory Practice For Sale

Exits Are Inevitable. Failure Is Not. Plan A Successful Exit

We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of...

1 2 3 4 5 6 7