A key area of financial planning for business owners looking to strategize and plan for the sale or transition of their business is planning for their life’s milestones after the sale. Some of these milestones will involve (1) income and … Read More
A key component of exit planning is financial planning around your largest asset, your business. There are five key terms that business owners should know: (1) Wealth Management, (2) Portfolio Management, (3) Retirement Planning, (4) Risk Management, and (5) Estate … Read More
As all business owner’s know, timing is important to maximizing profits. As business owners create and analyze their exit plan it is important to forecast the owner’s exit timeline. This timeline clearly impacts the amount of value-building initiatives that can … Read More
When creating an exit plan and preparing to sell your business it is important to maximize the value of your intangible assets. One of the most valuable intangible assets of a business is human capital. The five key components of … Read More
As business owners analyze and formulate their exit plan with their trusted advisors maximizing the value of his or her business is typically at the forefront of the discussions. Strategic value of a business is a simple calculation: cash + … Read More
Exit Planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of you, your family, and your business are addressed … Read More
The answer to “Are you ready to plan your exit?” is always a resounding yes. Exit Planning is not a process you, as a business owner, should come to when you start to either want to transition to a new … Read More
The best time to start thinking about a business’ future is years ahead of time. Transitions can take months, even years to complete, so it is even smart to have an idea about your exit goals from the very beginning. … Read More
Asset and equity purchase agreements involve the culmination of a buyer and seller coming together and agreeing upon a transaction in which all or parts of a business are sold. Comprehensive, well-written asset and equity purchase agreements benefit both parties … Read More
In just a few months, Michelle Jacko will be taking the stage as a featured panelist and moderator at the 2022 NSCP National Conference. Michelle, along with two other speakers, will be discussing the dynamic environment of today’s compliance programs … Read More