I was sitting with a founder whose financial advisers had already answered one of the questions exit planning is supposed to answer. He had
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After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
“I hate KPIs!” The vehemence in my friend’s voice made me pause. She had worked at a science-based public health organization focused on nutrition—the
Most business owners fixate on the headline purchase price when they think about selling, picturing that full amount landing in their account. In reality,
I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
This is not a formality. It is one of the most important early protections a seller has, and skipping it creates risks that are
Selling a business is one of the most significant financial decisions a person can make. Selling a family business is all of that and
Your client just signed a letter of intent. They think the hard part is over. It is not. It is just beginning. Due diligence
If you want to grow a business — scale it, sell it, hand it to someone else, or just make it stronger — the
Here’s something I see more often than not: When the founder of a privately held business announces their retirement, suddenly several long-tenured senior leaders
There is a gap in how most businesses are run that AI will either amplify or destroy. Most leaders focus primarily on financials. And
A Marketing Maturity & Needs Framework Founders of growing businesses take extra care that everything is done right – after all, the company is
Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
Client Profile A regional B2B services firm based in Greater Philadelphia, with 45 employees, seeking to expand its customer base through the acquisition of
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Successful exit planning, transfer of ownership, divestment, or asset/share sale depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a
I was sitting with a founder whose financial advisers had already answered one of the questions exit planning is supposed to answer. He had
Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
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