One of the most mystifying characteristics of the contemporary workplace is how little career advancement actually happens. A survey by the Pew Research Center
Advisor Client Relations
People nearing the sale of their business often lack certainty and clarity about who they will be, why they will matter, what they will
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
Many advisory client relationships face severe headwinds due to factors such as the client’s previous experience with advisors, attitude toward change, and openness to
Sometimes a cigar is just a cigar . . . a quote mis-attributed to Freud and often used to challenge the suggestion that there’s
Exit planning professionals know that the process of leaving one’s work can stir up a host of emotions, and it’s important to know how
As an Exit Planner, most of my engagements involve assessing a management team. They may be the intended buyers of the company, or else
Featured speaker: Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System Our moderator: Ray Croff, CEO of Mobius Financial Advisors
As an advisor, your role is to help clients prepare to exit their business, yet many people resist thinking about the future because it
At XPX Next, our advisor panelists discuss the tools they use to focus the conversation on their client companies’ long-term prospects. Panel moderator: Corby
PRESS RELEASE – SOLD by Sara Burden and Walden Businesses, Inc. is pleased to announce its North Atlanta client, Express Employment Professionals, completed a
When your business owner client decides to sell, there’s a unique, uncommon opportunity for you as a wealth manager to provide an incredibly valuable
Ninth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping
Eighth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping
Seventh article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping
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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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