
Whitepapers

EXITING A BUSINESS VS. SELLING A HOME

ADVISOR COLLABORATION IS CORE TO A SUCCESSFUL EXIT

ARE YOU 'PLAYING TO WIN' OR 'PLAYING TO LOSE'?

WHAT FACTORS ARE THE LARGEST DETRACTORS OF VALUE FOR MY BUSINESS?

THEORETICAL DOLLARS VERUS ACTUAL DOLLARS IN YOUR EXIT

ARE YOU BUILDING EQUITY OR INCOME IN YOUR BUSINESS?

RECENT BUSINESS OWNER SURVEY RESULTS: 58% OF OWNERS SURVEYED CANNOT AFFORD TO EXIT AND DO NOT WANT TO

ARE YOU READY (EMOTIONALLY) TO EXIT YOUR BUSINESS?

OWNER BEWARE - DON'T CHECK OUT TO EARLY

DEVELOPING AN EXIT MINDSET

FOUR SIGNS THAT YOU MAYBE READY TO PLAN YOUR BUSINESS TRANSITION

EXITING VIA A SALE TO YOUR MANAGERS: THE MATH YOU NEED TO KNOW TO THINK THROUGH THIS IMPORTANT DECISION

CREATING A TRANSFERABLE BUSINESS REVIEW AND ACT UPON YOUR COMPANY'S RELATIVE PERFORMANCE

THE FIVE BENEFITS OF AN EMPLOYEE STOCK OWNERSHIP PLAN

YOUR BUSINESS VALUE VS MARKET CORRELATION

WHAT DOES THE TERM EXIT PLANNING MEAN TO YOU

CHARITABLE GIFTING IN EXIT TRANSACTIONS

GROWING A BUSINESS FROM REVENUE TO EXIT

CREATING A TRANSFERABLE BUSINESS - OVERVIEW OF THE FIVE (5) STEPS

FINANCING YOUR EXIT TRANSACTION

RECENT BUSINESS OWNER SURVEY RESULTS: COMPANIES ARE 52% DEPENDENT UPON OWNER, INSIGHTS BEHIND THE NUMBERS

YOUR PROTECTED ILLIQUID ASSETS, YOUR BUSINESS

EXIT PLANNING IS A PATH TO DIVERSIFICATION

HOW CAN I SCORE MY COMPANY'S OWNER DEPENDENCE

COMPARING BUSINESS EXIT PLANNING WITH PERSONAL FINANCIAL PLANNING

WHEN WILL I GET PAID THE VALUE FOR EXITING MY BUSINESS?

THE EXIT STRATEGIES AND THE 4 TYPES OF EXITING OWNERS

GROWING INTO YOUR EVENTUAL EXIT

CREATING A TRANSFERABLE BUSINESS

WHAT YOU DON'T KNOW ABOUT YOUR FUTURE BUSINESS TRANSITION MAY HURT THE MOST

THE PROBLEM WITH THE 5 YEAR EXIT STRATEGY

THE MYTH OF AN EASY EXIT

CAPTURING THE VALUE OF YOUR BUSINESS - JUNE 13 WORKSHOP

THE MANY ROLES OF AN EXITING OWNER

GOOD MARKETS CONCEAL RISK, BAD MARKETS EXPOSE RISK

THE 3 P'S OF EXIT PLANNING

THE TOP 5 REASONS THAT OWNERS DO NOT PLAN THEIR EXIT

CAPTURING THE VALUE OF YOUR BUSINESS

BUSINESS OWNER VS. ENTREPRENEUR

THE BUSINESS AS AN INVESTMENT VS. THE PIGGY BANK SYNDROME

TAKING MEASUREMENT OF YOUR MANAGEMENT TEAM

SETTING A PRICE FOR BUYING OR SELLING A BUSINESS
