Business Value Transfer

When to Say Goodbye: The Pros and Cons of Triggering the Redemption or Sale of a Minority Interest in a Private Company

You will probably fail or be deeply disappointed in the sale of your business. Here is how to avoid it.

Why Founders Regret Exits (And It’s Rarely About Valuation)

Earnout Burnout: Drafting Earnout Agreements to Minimize Disputes Following the Sale of Private Companies

How to Exit Your Business on Your Terms with Paul Cronin “Retirement Unlocked” podcast

Free Succession Ready program launching in Boston this Fall – Info session on Sept 16

XPX Next 2025: Advancing the Conversation – Engaging the Owner in the Exit Topic Before it Becomes Urgent

The Tax-Smart Exit Strategy Business Owners Shouldn’t Overlook

Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

Beware letting the tax-tail wag the deal-dog when selling a business

The Human Factor.

What is an Exit Plan?

Just Add Capital

In a business valuation, what is the “median” for a small business?

Understanding Qualified Small Business Stock (QSBS)