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Category Archives: Succession Planning
Institutional Knowledge: The Asset You Don’t Know You’re Losing
Do Any of These Sound Familiar? A third-generation owner is getting ready to retire. He and his Vice President of
“Someone Wants to Buy My Business!” (Now What?)
“I got a call out of the blue—someone wants to buy my company.” I hear this more often than you
Succession Planning Creates Transition Success
Throughout 2022, trends such as the Great Recession and Quiet Quitting were rampant. In 2023, retaining top talent and planning
Thinking of Selling? First, Understand Your EBITDA
If you're looking at selling your business, one of the things that's important for you to understand is how you
Perfecting Your Exit Strategy: A Case Study
Every business owner knows he's going to leave his business eventually, but how a business owner does so, is a
How a CFO Can Help Sell Your Business
How a CFO Can Help Sell Your Business For many business owners, selling their business goes a lot deeper than
Success, then Succession
When you start a business, the end goal is to create value, generate profits, and provide a livelihood for yourself.
Succession Planning: Preparing to Exit Your Business
A study conducted by the Financial Planning Association shows that within five years of retirement, 60% of advisors do not
The Business Breakup: Founders Must Consider the Possibility of Divorce
Entrepreneurs, start-ups, and founders of privately held businesses can be excellent at projecting and planning for the success of their
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