Entries by Amanda Linthicum

ICYMI: Using Reps and Warranty Insurance to Close the Deal

In case you missed our Exit Planning Institute Chapter meeting this month we’re dropping this recap below.  Great meeting with a ton of valuable content for both those in the “deal world” as well as those considering acquiring / divesting.  This month we focused on reps & warranties insurance (also referred to as “transactional risk […]

Exit Planning: When to Engage a Business Valuation

If you are considering selling your company step 1 should be understanding what the company is worth. Just like selling a car: before you go to the dealership you consult Kelley Blue Book, right? The same logic holds for a business: you can’t price it well if you don’t know the value. Why a Formal […]

Using a Valuation for a Shareholder Buyout

Shareholder buyouts occur frequently in closely held businesses and often are costly for parties that feel that the payout is unfair – whether too high or too low. Triggering events for buyouts happen all the time, yet as a business owner they are often not events you spend time thinking about every day. They include: […]

Growth: Turn Down for What?

We spend a lot of time talking (and talking, and talking) about revenue trends and earnings trends and successfully selling or exiting from a small business.  A lot of people are going to successfully exit their business.  They’ll do it on their own terms and get a reasonable return for their efforts.  But how do […]

On Playing Offense

“…Whatever Someone Is Willing to Pay” A phrase we hear pretty frequently is “a business is worth what someone is willing to pay for it.” And of course, this is a true statement. When a business sells… that’s the number. But the problem with this statement is that it’s reactionary. Reactionary is bad. Play Offense […]

SBA Loan Checklist

Getting ready to request an SBA Loan for financing?  Like a lot of things in life, it’s best to go into it being prepared.  That means understanding the SBA Loan Process, and doing all your homework early. To help you along that path, check out our SBA loan checklist below: SBA Loan Application –: Borrower Information Form – SBA […]

Understand Value Now to Avoid an Uncomfortable Retirement

For most entrepreneurs their business is the largest asset that they own.  Further most entrepreneurs have built their company with an eye towards and eventual sale and retirement.  Given these facts, a successful and enjoyable retirement is largely contingent upon the successful sale of the company. Given the importance of the business in their life […]