by Heather Goss | Jul 26, 2023 | Business Exit Planning
Many business owners are successful because they have a “secret sauce” that differentiates their company from competitors. In order to maintain business value, you will need strategies in place to ensure that future owners won’t face any roadblocks when you decide to... by Heather Goss | Jul 6, 2023 | Business Exit Planning
As a successful business owner, the people closest to you likely rely heavily on you. They may also have expectations regarding your wealth. Your plans for how you’ll disperse your wealth can have major effects on your future. Let’s look at a story of how one business... by Heather Goss | May 15, 2023 | Business Exit Planning
The sooner you start thinking about your exit and begin to have meaningful conversations, the higher the likelihood you’ll be able to meet your goals. A thorough exit plan is a fairly complex document. However, at a minimum, it should address these key areas: Tax... by Heather Goss | Nov 16, 2022 | Business Exit Planning
All successful business owners must eventually face a stark reality: One day, they will no longer run their business! If this idea makes you uneasy, you aren’t alone. Today, we’ll show you how preparing for a future you may not be ready for now can benefit you both... by Holly Cloutier | Sep 13, 2022 | Business Exit Planning
Exit Planning can directly address the need to build business value and serve as an unexpected solution for owners who want to increase their businesses’ value, but don’t know how. One of the pillars of Exit Planning is a timeline that plots the value-building actions... by Holly Cloutier | Aug 10, 2022 | Business Exit Planning
As you prepare for an eventual exit from your business, there are several threats to business value that you need to be aware of: Key employees leaving the company and taking customers, employees, and/or trade secrets. Key employees suddenly leaving without a...
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