Selling a business can be a stressful event. Given the size of the asset – and likely it’s importance to your retirement – you can just imagine that there are going to be some […]
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The Triggering Event
We live the Triggering Event day in and day out – working on several hundred valuation assignments each year. Our goal is to empower owners with the knowledge of what it takes to exit on their terms. We work the valuation half– and always partner with wealth managers or planners to fill in the rest of the blanks.
E-Book: Selling a Company- What Owner's Need to Know.
Implement a formal exit
and understand valuation
to safeguard your retirement.
Our Recent Writing on M&A
Your small business is ready to grow and you need a loan to make it happen. Just like with a personal loan or a mortgage, you will want to shop around and find the […]
One of the challenges that we often face is correlating value to “sellability.” In many cases a business may have value to the owner, but there may be a very limited market for the […]
Retirement planning is a long uphill battle. As financial planning professionals will tell you, the sooner you start putting in place a comprehensive plan, the better off you’ll be. Oftentimes, small business owners invest […]