Many business owners believe that preparing for an exit begins when they decide to sell. In reality, the most successful transactions are usually the
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In the fast-paced business landscape, turnover is often seen through the lens of financial impact; recruitment costs, training expenses, and productivity losses. While these
Connecticut has enacted significant amendments to the Connecticut Data Privacy Act (CTDPA), expanding its scope and introducing new compliance obligations for businesses that collect,
“My practice is doing great! We are growing 15%!” A dermatologist with a growing clientele told me happily. She was contemplating a sale in
Over the past decade, I’ve had more than 3,500 conversations with founders through podcast interviews, discovery calls, advisory engagements, and coaching sessions. Those conversations
“When times are tougher, you can’t leave. And when times are better, you don’t want to leave.”— Lloyd Blankfein, former CEO of Goldman Sach
When business owners think about exit planning, their attention naturally gravitates toward financial statements, legal structures, operational efficiencies, and tax strategies. Those areas deserve
By the time most founders begin thinking seriously about an exit, they are surrounded by expertise. Attorneys are helping structure the transaction. Accountants are
Can you relate to one of these scenarios? For yourself? For the owners you serve? Sleep is that time when your body and your
Category: Business Value Transfer | Tags: Private company valuation, Exit/Transition Planning, Financial planning, Retirement, Sell side/Divestiture, Advisor Client Relations, Family business, Mediation, Private equity,
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For years, business owners have been told that retirement is a finish line. Work hard, build something successful, and one day you’ll sell it
If you advise privately held businesses, you likely have clients in healthcare services who are sitting on significant value they may not fully understand.Home
One of the most common pieces of advice founders receive after an exit is simple: “Take some time.” It’s not bad advice. The challenge
And It Has Real Business Performance Consequences. Meetings often consume your team’s most focused work time, but they’re costing you more than time. We
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Many business owners believe that preparing for an exit begins when they decide to sell. In reality, the most successful transactions are usually the
In the fast-paced business landscape, turnover is often seen through the lens of financial impact; recruitment costs, training expenses, and productivity losses. While these
Connecticut has enacted significant amendments to the Connecticut Data Privacy Act (CTDPA), expanding its scope and introducing new compliance obligations for businesses that collect,
“My practice is doing great! We are growing 15%!” A dermatologist with a growing clientele told me happily. She was contemplating a sale in
Over the past decade, I’ve had more than 3,500 conversations with founders through podcast interviews, discovery calls, advisory engagements, and coaching sessions. Those conversations
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