I thought this might be useful to fellow XPX members who work with family-owned businesses considering a sale. The article looks at a part
Retirement
People nearing the sale of their business often lack certainty and clarity about who they will be, why they will matter, what they will
Owner Health – Plan to Keep It George was healthy, leading his business, and feeling like he had reached his goals. He went to
Preparing to Exit? We need YOU! You are uniquely able to make a real difference. Consider your skills. In your career, how often
You’ve built a business with care, grit, and vision. But what happens when the finish line is in sight and you realize you’re not
Exit planning professionals know that the process of leaving one’s work can stir up a host of emotions, and it’s important to know how
Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb7-roth-conversion-for-business-owner-results-in-multi/id1778522619?i=1000691465657 Click here to talk to Bloomwood about your finances. Welcome to another episode of the World Breakdown
Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb6-dsts-vs-traditional-1031-exchanges/id1778522619?i=1000690958352 Click here to talk to Bloomwood about your finances. A Delaware Statutory Trust (DST) is a legally
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
You have been working on the transaction for months. The business has gotten healthy with great valuation increase. Now is the time to get
There’s an old joke about a couple who were celebrating their 50th anniversary. When asked about the secret to their long marriage the husband
As an advisor, your role is to help clients prepare to exit their business, yet many people resist thinking about the future because it
One of the most common concerns I hear about retirement is the fear of being bored. Given the weeks, months, and years ahead that
Just because you run a successful business doesn’t necessarily mean that you will exit from it successfully. Planning can increase the odds that you
It seems intuitive: a deal requires compromise. Sellers and buyers each have their own goals (some more realistic than others) and should come together,
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Every business owner has someone in mind when asked, “Who will lead this company next?” The answer usually comes quickly. “Our VP of Operations.”
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
By John Chionchio, Partner — WealthPoint Business Advisory Services If you’re a successful business owner, one of the most important financial decisions you’ll make
By John Chionchio, Partner — WealthPoint Business Advisory Services If you own a successful privately held business, you’ve probably spent years learning how to
Most of what discounts a business comes with someone assigned to fix it. Messy financials get a CPA. Legal exposure gets an attorney. A
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