By the time most founders begin thinking seriously about an exit, they are surrounded by expertise. Attorneys are helping structure the transaction. Accountants are
Advisory Relationship
Most advisors think of transition as something that happens after the transaction. In reality, the founder’s separation from the business often begins much earlier.
Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
The second installment of their Angel Investing Series is this Thursday, January 22nd with a focus on founders! This is a unique opportunity to
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
Many consultants/advisors/coaches are serving business owners who resist the notion there might be significant, unrecognized issues in their company, or who believe they needn’t
In our first blog in this series, “Selling My Business, What Should I Expect,” we talked about what to expect in the sale process
A common area of confusion among advisors is understanding the difference between a “Main Street” business, a “Middle Market” business and a “Mom and
The problem that sometimes occurs when working with a business owner who is considering exiting their business is the strong link between the owner
After fifteen (15) years of training advisors and working with business owners, the IEPA has been involved with more than 100 exit plans. One
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
Sixth article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping
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Successful exit planning, transfer of ownership, divestment, or asset/share sale depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a
I was sitting with a founder whose financial advisers had already answered one of the questions exit planning is supposed to answer. He had
Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
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