Cash flow normalization is done with the intention of identifying Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) or Seller’s Discretionary Earnings (SDE). These

Oct 15, 2024 5 min read San Antonio

Business Value Growth

Private Equity Reputation

John Dini

The Exit Planning Coach

1 year ago

We began this series by saying that Private Equity reputation is as the Great Satan to some, and a savior to others, depending on

Oct 1, 2024 5 min read San Antonio

Business Value Growth

The GAAP Traps

John Dini

The Exit Planning Coach

1 year ago

GAAP traps often occur when a business owner sells a company to a third party. The transaction is commonly memorialized by a Purchase Agreement.

Sep 17, 2024 5 min read San Antonio

Business Value Transfer, Video

XPX Next: 5 Approaches to Get an Owner to Talk Exit

Cheryl Centeno

XPX Global

1 year ago

Featured speaker: Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System Our moderator: Ray Croff, CEO of Mobius Financial Advisors

Jul 31, 2024 1 min read

Owner Life & Legacy

Owners are a Minority

John Dini

The Exit Planning Coach

1 year ago

When it comes to careers, business owners are a minority of the population. In conversations this week, I mentioned the statistics several times, and

Jul 1, 2024 4 min read San Antonio

Owner Life & Legacy

Addressing the Value Gap – Living Expenses

John Dini

The Exit Planning Coach

1 year ago

The Value Gap is one of the most used phrases in exit planning. Simply stated, it’s the difference between what a business owner would

May 28, 2024 4 min read San Antonio

Business Value Transfer

Purpose After the Sale

John Dini

The Exit Planning Coach

2 years ago

Purpose after the sale is one of the biggest challenges for an exiting owner. Purpose – “Having as one’s intention or objective.” Many exit

Mar 4, 2024 4 min read San Antonio

Business Value Transfer

Personal Vision – Life After the Sale Part 2

John Dini

The Exit Planning Coach

2 years ago

In our last article about life after the sale we discussed identity. Even when business owners are comfortable with who they are, however, there is

Feb 20, 2024 4 min read San Antonio

Business Value Transfer

Personal Vision – Life After the Sale Part I

John Dini

The Exit Planning Coach

2 years ago

Life after the sale is often both the most important and most neglected factor in exit planning. Although (according to two different surveys in

Jan 29, 2024 4 min read San Antonio

Exit planning tools

Help Your Clients Build a Foundation to Maximize Their Corporate Value

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

Announcing Our Next Book: The Family Business Blueprint

Exit Strategy – Harvest or Grow?

What is an Exit Plan?

Exiting a “Time and Place” Business

Cash Flow Normalization

Private Equity Reputation

The GAAP Traps

XPX Next: 5 Approaches to Get an Owner to Talk Exit

Owners are a Minority

Addressing the Value Gap – Living Expenses

Purpose After the Sale

Personal Vision – Life After the Sale Part 2

Personal Vision – Life After the Sale Part I

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