Business Value Transfer

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

David Flores Wilson

Sincerus Advisory

5 days 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

Owner Life & Legacy

How to Address Conflict During Succession Planning Discussions

Chuck Cooper

WhiteWater Consulting LLC

1 month ago

Succession planning is one of the most critical elements for a company’s long-term stability. It ensures that leadership transitions smoothly, helping businesses continue to

Mar 26, 2025 2 min read Charlotte

Owner Life & Legacy

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Chuck Cooper

WhiteWater Consulting LLC

1 month ago

Family businesses are unique entities—and tend to come with many challenges. For instance, how do you balance the desire to preserve long-standing traditions with

Mar 26, 2025 3 min read Charlotte

Business Value Transfer

Beware letting the tax-tail wag the deal-dog when selling a business

Paul Cronin

Touchstone Advisors

2 months ago

Let’s suppose you have owned a business for any years and are considering selling it to retire (kinda the dream…). Say it is worth

Mar 12, 2025 1 min read Greater Boston

Business Value Growth

Part 2: Resolve Workforce Paralysis

Maria Forbes

FIREPOWER Business Catalyst, LLC.

2 months ago

Unleash the Power of Conative Data for Your Small Business Small business owners are continually juggling tasks and managing personalities. Conflicts arise whether we

Mar 11, 2025 4 min read Atlanta

Business Value Growth

The Importance of Business Exit Planning

Tom Bixby

EvaluSys LLC

2 months ago

This is a short video speaking to the importance of business exit planning for business owners, and about my journey to develop the Exit

Feb 27, 2025 1 min read Charlotte

Business Value Growth

Leveraging “Good” Conflict: How The Science of Conation Will Enable Your Team to Disagree, Productively.

Maria Forbes

FIREPOWER Business Catalyst, LLC.

2 months ago

The recent article by Harvard Business Review1, “How to Encourage the Right Kind of Conflict on Your Team,” highlights the importance of fostering “task

Feb 21, 2025 4 min read Atlanta

Owner Life & Legacy

Purpose vs Staying Busy after the Sale

Michelle Fritsch

Retirement Wellness Strategies

2 months ago

Interests + skills + perspective + heartbreaks = purpose ===> health I left academic leadership and clinical practice to get in front of the

Feb 20, 2025 1 min read Charlotte

Owner Life & Legacy

What Every Business Owner Must Know Before Selling – it is way more than numbers

Paul Cronin

Touchstone Advisors

2 months ago

I had a lot of fun on this podcast with Australian M&A advisor, Craig Keegan, on M&A Profits: Lessons From The Trenches The episode

Feb 18, 2025 1 min read Greater Boston

Business Value Growth

The Science That Transforms Your Timeline for Growth and Exit

Maria Forbes

FIREPOWER Business Catalyst, LLC.

3 months ago

How would it feel to shorten the time to productivity? Why does someone need to do their job the way they do? How can

Feb 6, 2025 4 min read Atlanta

Owner Life & Legacy

Life After the Sale

Michelle Fritsch

Retirement Wellness Strategies

3 months ago

We know that a way higher-than-acceptable percent of those who sell their company have many regrets a year later. A piece of that is

Feb 4, 2025 1 min read Charlotte

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

5 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

Practice Tips

The Advisory Paradox: How You Can Help Consulting Clients Confront Problems When They Would Rather Look Away

Tom Bixby

EvaluSys LLC

6 months ago

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

Oct 31, 2024 1 min read Charlotte

Exit/Transition Planning

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

How to Address Conflict During Succession Planning Discussions

Preserving Heritage While Embracing Change: Family Business Strategies for Future Success

Beware letting the tax-tail wag the deal-dog when selling a business

Part 2: Resolve Workforce Paralysis

The Importance of Business Exit Planning

Leveraging “Good” Conflict: How The Science of Conation Will Enable Your Team to Disagree, Productively.

Purpose vs Staying Busy after the Sale

What Every Business Owner Must Know Before Selling – it is way more than numbers

The Science That Transforms Your Timeline for Growth and Exit

Life After the Sale

Exit Strategy – Harvest or Grow?

What is an Exit Plan?

Exiting a “Time and Place” Business

The Advisory Paradox: How You Can Help Consulting Clients Confront Problems When They Would Rather Look Away

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