Assuming Everyone on Your Team Understands the Plan You’ve spent months thinking about where your business needs to go. You’ve considered the opportunities, the
Exit planning tools
Before a buyer ever sees the CIM, they’ve looked the company up. Probably more than once. They’ve been on the website. Scrolled the owner’s
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
Choosing a buyer is not simply a transaction decision. For an owner preparing to exit, buyer type can shape valuation, deal structure, post-closing obligations,
Are you or your clients putting off personal future planning? You’re busy, there are goals to be met, succession plans to complete, a final
Employee feedback shouldn’t be about checking an engagement box. It should fuel performance. Think about it: the people closest to the work often have
Most business owners think a sale takes a few months: some conversations, a handshake, a wire transfer. In reality, the process from first preparation
For a business owner, signing a letter of intent can feel like crossing the finish line. Months of preparation, marketing, and negotiation have produced
Most business owners believe their greatest strength is their own indispensability. After all, they built the company. They know every customer, every process, every
This is not a formality. It is one of the most important early protections a seller has, and skipping it creates risks that are
Selling a business is one of the most significant financial decisions a person can make. Selling a family business is all of that and
Your client just signed a letter of intent. They think the hard part is over. It is not. It is just beginning. Due diligence
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.
The Corporate Value Creation Formula Last month, I talked about how you can use a three-part corporate value creation formula for your clients by
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One of the most expensive assumptions in business is this: “Clearly our best performer/star X should be our next CEO.” It feels logical. After
Being Ghosted by a Prospect Just last week, two different business owners raised the same frustration with me: being ghosted by prospects. Ghosting can’t
Two offers with the same headline price can leave a seller with very different net proceeds, because whether a deal closes as an asset
The terms M&A advisor and business broker overlap, especially on smaller deals, which means a title alone tells a client little about who will
A client with a few dominant customers may still sell, but part of the price can end up tied to whether those customers stay
Business owners preparing for an eventual transition often focus on value, timing, and deal structure, but the quality and transferability of the underlying business
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