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
Business Value Transfer
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,
One of the most common misconceptions about business valuation is that a company has a single, objectively correct value. It does not. The same
According to Harvard Business Review, between 70% to 90% of acquisitions fail. So why do some M&A deals seem to sail smoothly while others hit
Leadership transitions are inevitable. People leave, get promoted, burn out, or are pulled into new opportunities. The real difference between companies that absorb those
**Category: Exit Readiness / Valuation Drivers** I watched a seller lose $500,000 at closing because the buyer classified deferred revenue as a debt-like
By Ladd Hirsch on March 30, 2026 Majority owners and minority investors act wisely when they negotiate and adopt a buy-sell agreement (BSA) at the time the
It’s true. Even completed transactions are often considered failures 3-5 years later. Why? The reasons are endless, but in this round-table with Susan Ganz,
In conversations about exits, regret is usually framed as a pricing issue. The founder sold too early.The market moved higher.The company grew faster under
By Anne Baroody on March 16, 2026 Posted in Private Companies Private company buyers and sellers are more frequently using earnout provisions to help close the gap
You’ve built a business with care, grit, and vision. But what happens when the finish line is in sight and you realize you’re not
Are you a small business owner or know a small business owner considering a business exit? Designed for New England small business owners who
XPX Member Collaboration Stories: Advancing the Conversation: Engaging the Owner in the Exit Topic Before it Becomes Urgent, moderated by Tom Bixby, CEO of EvaluSys and XPX
When it comes time to sell a business, many owners are shocked to realize how much of their hard-earned value will go to taxes.
QSBS is arguably the most attractive tax strategy available to entrepreneurs and business owners in the U.S., and the current environment may be the
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The sale of a major business asset often represents the culmination of many years of work. The asset might be a family business, an
You might be surprised to know I love bourbon. Over the years, I’ve discovered that I enjoy the taste of bourbon much more than
One of the biggest misconceptions about succession planning is that every person on the succession chart is expected to step into a leadership role
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