In this issue, we attempt to dismantle the most common objections owners make to undertaking the planning necessary to exit their companies successfully. Those excuses

A strong case for creating a buy-sell agreement for co-owned businesses. If owners agree in advance of any transfer event about how to appraise business

A successful business Exit Plan achieves three important owner goals: Financial Security. (The business sale or transfer provides the amount of income the owner, and

With over half of today’s 9.5 million owners of established businesses reaching the retirement age of 50 years old or older it is likely that

Where to start?  Business owners who have not been through an Exit Planning process, and many of them have not, are often unsure about how

In the first Step of The Seven Step Exit Planning Process™, you, as an owner, establish three primary exit objectives: The date you wish to

Many, probably most, business owners would like to sell their businesses to their employees, but for one nagging problem: Their employees have no money. The

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

Why is cash flow is so important to third party buyers, and by extension, to sellers of closely held companies? In short, a seller must