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Category: Practice Management
Owners’ Take – Perception of Advisors During the Pandemic
Survey results show that only 30 percent of value advisors....
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Exit Planning Proclamation #3 – We’ll Understand Clients’ Personal Situations
Business decisions affect both personal finances and personal goals. A....
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Proclamation #2 – We Will Truly Understand Our Clients’ Businesses
Being a successful exit planning consultant requires deep understanding of....
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Exit Planning Proclamation #1 – We Will Be Advisors First, Experts Later
Business owners want their advisors to do more than merely....
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Exit Planning Secret #5 – Don’t Be Just Another Hammer
Every entrepreneurial journey differs. Too many advisors come to their....
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Improve – Phase 3 of the Exit Planning 2.0 Framework
How to cascade long-term strategic goals down into an annual....
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Exit Planning Consulting for CPAs. Where to Start?
Many business owners are ill-prepared to exit their business when....
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Define the Problem – Phase 1 of the Exit Planning 2.0 Framework
To start an exit planning process we need to be....
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Exit Planning Secret #2 – Advisors: Be Present in Your Clients’ Businesses
To be highly successful at this work you have to....
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Drive Value Creation with the Exit Planning 2.0 Framework
A high-level overview of the 5-part Value Scout Exit Planning....
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Valuation Basics: The Three Valuation Approaches
The three valuation methods that analysts use to determine the....
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