here are a lot of reasons some are more successful in this business than others. But, one reason simply comes down to shifting your mindset about the work itself – most exit planners feel that their work on a transition starts after they enter the team of advisors of a company.
A high-level overview of the 5-part Value Scout Exit Planning Framework used by advisors to drive value creation in the years leading up to a transition.
An employee handbook is an essential tool to help ensure an employer and its employees are on the same page. When planning for an exit, an effective handbook lowers potential risk to a buyer.
The three valuation methods that analysts use to determine the theoretical value of a business are the Asset, Market, and Income Approaches. An analyst must understand each approach and method to properly assess the value of a business.
How to acquire the next client? It is one of the most pressing questions for exit planning advisors. It is, even more, a topic of ongoing discussion in COVID times. Consulting is a one-to-one, person to person, as well as a notoriously difficult to scale business model. For many advisors, it is challenging to go out and find that next marquee client to service.
With all the COVID-chaos, what is the market for M&A activity? This article looks at 9 critical dimensions.
From “being present” to not “being a hammer,” we outline tips from the most successful advisors on how to do this work, we’ve come to call exit planning, exceptionally well.
Congratulations! In my experience serving as the focal point of a high performing and well received group is, in fact, about the best thing you can do to stand out from the crowd and win work based on the merits of your subject mater expertise.
We are living in a world of Have’s and Have Not’s. No – I’m not talking about what is going on with the middle class or the 1% or anything of the sort. I’m talking about this new world that we as business owners (or your clients, if you are an advisor) find ourselves in. …
It’s Always Been About Value: Exit Planning in a Post-Covid World Read More »
In many respects, the process of going to market for a business owner – or perhaps of being courted by a potential acquirer- can be exhilarating. In many cases, a sale will be the culmination of a life’s work. Adding to the excitement is the thrill of the chase – admit it… it feels good …
