The 3 Value Levers: Earnings, Growth, Risk
The single greatest reason most owners fail to exit successfully is that […]
An Entrepreneur’s Guide to Exit Alternatives
A successful company’s lifespan is practically unlimited. On the other hand, an […]
8 Consequences of Not Having a Sound Business Exit Plan
Key Takeaways: From undervaluing to missing life goals and personal burn-out, not […]
Are you Stuck in Neutral?
As people have settled into (my new, least-favorite phrase) the “New Normal,” […]
Can’t Miss Opportunity in the Storm: Estate Planning in a Downturn
We can all admit that today’s COVID-19 environment is nothing sort of […]
Rush to Market
In many respects, the process of going to market for a business […]
What 2019 Means for Exit Planning: Is now the time to sell?
Heading into 2019 we are at a bit of a crossroads. With […]
Thoughts on Exiting the Business (aka Work the Plan)
Here’s a quick one: A common objection we see from owners exploring […]
Business Sale-ing into Retirement
Retirement planning is a long uphill battle. As financial planning professionals will […]
When Do Earn-outs Really Work?
Here’s a universal truth about earn-outs: buyers love them and sellers hate […]
Plan for Post Tax Proceeds
This won’t come as a surprise, but nearly every business owner who […]
#ICYMI Dan Doran Published in Financial Advisor Mag
If you’re a financial advisor you’ve likely spent ample time with clients […]