3 Simple Exit Planning Tips

Business owners have several exit options. They may choose to pass their businesses to children or successors, sell to a third party that an M&A team has identified for them, pass the company to employees or the management team, or close the business by liquidating all its assets. Whatever your choice of exit option, your […]

Three Keys to Success as an Advisor

Your role in exit planning is critical. From initial data collection to final implementation of strategic plans, you have a lot on your plate, leading and coordinating business owners’ entire exit planning process. Your role in a business exit simply cannot be understated. We know that business owners want to exit with financial security and […]