I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
Exit/Transition Planning
Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
Forty percent. That’s the share of boutique investment bankers who, in a 2024 survey by SRS Acquiom, identified incomplete information on a target company
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
**Category: Exit Readiness / Valuation Drivers** I watched a seller lose $500,000 at closing because the buyer classified deferred revenue as a debt-like
XPX Northern California At XPX, successful exit planning depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a business. In
It’s true. Even completed transactions are often considered failures 3-5 years later. Why? The reasons are endless, but in this round-table with Susan Ganz,
Jonathan Rubens is a Partner at Moscone, Embridge & Rubens in San Francisco, California, where he has been practicing for more than 20 years.
In conversations about exits, regret is usually framed as a pricing issue. The founder sold too early.The market moved higher.The company grew faster under
By Anne Baroody on March 16, 2026 Posted in Private Companies Private company buyers and sellers are more frequently using earnout provisions to help close the gap
In conversations about exits, regret is usually framed as a pricing issue. The founder sold too early.The market moved higher.The company grew faster under
In my last piece, I wrote about the structural gap that appears when an exit plan focuses on the transaction but not the transition.
Most exit plans are built to optimize the transaction. Valuation is modeled.Taxes are engineered.Deal structure is negotiated. On paper, success is defined clearly. Yet
Making you all aware there is a one day event in Charlotte for owners who have not yet made time for the personal side
Your Health – Stabilize It Your owner clients been carefully planning and nurturing their career. Has their health been planned with the same intention?
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I got a call from an attorney the other day, asking for help with one of his clients. The client would like to retire,
Many business owners (and advisors) use these 3 terms interchangeably. Here’s a brief explanation of each.
Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
Forty percent. That’s the share of boutique investment bankers who, in a 2024 survey by SRS Acquiom, identified incomplete information on a target company
In a closely watched decision, the National Labor Relations Board (the “NLRB” or the “Board”) set aside a union election win at a Dold
Leadership transitions are inevitable. People leave, get promoted, burn out, or are pulled into new opportunities. The real difference between companies that absorb those
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