Knowledge Exchange

Exit planning tools

Owner Life & Legacy

Exit Strategy – Harvest or Grow?

John Dini

The Exit Planning Coach

5 months ago

In every internal transfer, whether to family or employees, the owner/seller has to make the harvest or grow decision. We’ll presume that your

Dec 9, 2024 4 min read San Antonio

Business Value Transfer

What is an Exit Plan?

John Dini

The Exit Planning Coach

5 months ago

“What is an Exit Plan” is an article I wrote ten years ago. It was just brought to my attention and I realized I

Dec 5, 2024 3 min read San Antonio

Business Value Growth

Exiting a “Time and Place” Business

John Dini

The Exit Planning Coach

6 months ago

“The purpose of middlemen in the marketplace is to provide time and place utility.” I remember the light bulb going on in Economics 101

Nov 13, 2024 4 min read San Antonio

Business Value Growth

Cash Flow Normalization

John Dini

The Exit Planning Coach

7 months ago

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 4 min read San Antonio

Business Value Growth

Private Equity Reputation

John Dini

The Exit Planning Coach

7 months 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 4 min read San Antonio

Business Value Growth

The GAAP Traps

John Dini

The Exit Planning Coach

8 months 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 4 min read San Antonio

Business Value Transfer, Video

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

Cheryl Centeno

XPX Global

9 months 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

10 months 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 3 min read San Antonio

Owner Life & Legacy

Addressing the Value Gap – Living Expenses

John Dini

The Exit Planning Coach

11 months 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 3 min read San Antonio

Business Value Transfer

Purpose After the Sale

John Dini

The Exit Planning Coach

1 year 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 3 min read San Antonio

Business Value Transfer

Personal Vision – Life After the Sale Part 2

John Dini

The Exit Planning Coach

1 year 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 3 min read San Antonio

Business Value Transfer

Personal Vision – Life After the Sale Part I

John Dini

The Exit Planning Coach

1 year 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 3 min read San Antonio

Business Value Transfer

Exit Planning – Lifestyle and Legacy

John Dini

The Exit Planning Coach

1 year ago

Lifestyle and Legacy are two very different types of owner transition objectives. When we ask a client “What do you expect as a result

Jan 10, 2024 3 min read San Antonio

Owner Life & Legacy

Celebrating Mr. Fezziwig

John Dini

The Exit Planning Coach

1 year ago

Since 2013 I’ve updated this piece about the underappreciated and forgotten boss of A Christmas Carol, Mr. Fezziwig. I hope that you enjoy it. Merry

Dec 26, 2023 3 min read San Antonio

Owner Life & Legacy

Owner Obstacles to an Exit Plan

John Dini

The Exit Planning Coach

1 year ago

Owner obstacles to the implementation of an exit plan are often unconscious, but they can be dramatic. Their attachment to the business can be

Dec 11, 2023 4 min read San Antonio

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Business Value Growth

Helping Your Clients Manage Risk through Effective Enterprise Risk Management

Steven Lustig

Lustig Global Consulting

4 days ago

Are your clients best preparing for success and for an exit by managing the risks they face? In this interview hosted by John Ray

May 13, 2025 1 min read Atlanta

Business Value Transfer

Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

David Flores Wilson

Sincerus Advisory

1 week ago

QSBS is arguably the most attractive tax strategy available to entrepreneurs and business owners in the U.S., and the current environment may be the

May 6, 2025 15 min read New York

Business Value Growth

Is She Fired or Not – the Gwynne Wilcox Story

Robert Brody

Brody and Associates, LLC

2 weeks ago

Fired, reinstated, fired again, reinstated again, and now fired once more – talk about a revolving door. President Trump’s unprecedented firing of a Democratic

May 1, 2025 1 min read Tri-State

Business Value Growth

Federal Judge Rules President Can Fire NLRB Administrative Law Judges

Robert Brody

Brody and Associates, LLC

4 weeks ago

By Robert G. Brody and Fintan S. Lalor The National Labor Relations Board (“NLRB”, or the “Board”) has undergone immense changes since President Trump

Apr 18, 2025 4 min read Tri-State

Business Value Growth

From Gridlock to Growth: Conveying Clarity!

Maria Forbes

FIREPOWER Business Catalyst, LLC.

1 month ago

We’ve all been there. Stuck! Paralyzed! Whether it’s a key project grinding to a halt or a team dynamic that feels like walking on

Mar 28, 2025 4 min read Atlanta

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

1 month ago

Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is

Mar 27, 2025 1 min read Maryland

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