Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
Owner Life & Legacy
Do you recognize Rick? If so, I have a gift for him (or her.) Rick is not just a character in a story. You
An owner has been healthy…until that last year before exit. The health decline right before exit sneaks up on you. Have you seen it
Charlie ‘kept his cards close to the chest.’ He was a husband, father of three grown children, and a business owner. Then he received
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
Most exit plans are built to optimize the transaction. Valuation is modeled.Taxes are engineered.Deal structure is negotiated. On paper, success is defined clearly. Yet
You have been strategic your entire career. – Strategic with and for your business– Strategic
Owner Health – Plan to Keep It George was healthy, leading his business, and feeling like he had reached his goals. He went to
Making you all aware there is a one day event in Charlotte for owners who have not yet made time for the personal side
Your Health – Stabilize It Your owner clients been carefully planning and nurturing their career. Has their health been planned with the same intention?
As you work with your clients, do you get a feel for the depth of their personal planning? Are they willing to release what’s
Preparing to Exit? We need YOU! You are uniquely able to make a real difference. Consider your skills. In your career, how often
Protect owners from the 5 D’s in a proactive way! When personal planning aligns with business planning, the 5 D’s can be minimized. Dysfunction
When owners are weighing exit options, an Employee Stock Ownership Plan (ESOP) can deliver an owner liquidity, preserve culture, and build employee wealth, all
When business owners consider selling their company, they often fall into one of two distinct categories. There are those who seek to maximize the
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I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
Many business owners (and advisors) use these 3 terms interchangeably. Here’s a brief explanation of each.
Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
Forty percent. That’s the share of boutique investment bankers who, in a 2024 survey by SRS Acquiom, identified incomplete information on a target company
In a closely watched decision, the National Labor Relations Board (the “NLRB” or the “Board”) set aside a union election win at a Dold
Leadership transitions are inevitable. People leave, get promoted, burn out, or are pulled into new opportunities. The real difference between companies that absorb those
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