How to compete with the ‘Big Boyz’ as an Exit Planning Advisor
This one is going to be fun to write for me. I am not one of the members of the ‘Big Boyz’ Club and many of you won’t be either.…
This one is going to be fun to write for me. I am not one of the members of the ‘Big Boyz’ Club and many of you won’t be either.…
I can imagine two distinct reactions to this week's newsletter title: How the heck can I possibly do that?!? How can I do it right now?!? Context: I fly fish,…
The traditional ‘quarterback’ for a business owner planning their eventual exit of their business was traditionally the CPA. No longer. The 2023 National State of Owner Readiness Report, published by…
Business owners want both growth and exit value increase for their businesses and why shouldn’t they? I certainly do for my current businesses now and am actively working towards both…
As a serial entrepreneur that is constantly curious about new businesses to invest in and grow, I don’t suffer from a lack of information about how to grow my business…
In the 2023 National State of Owner Readiness Report prepared by the Exit Planning Institute, a whole bunch of really valuable information is shared freely with the business owner community. …
I always tell business owners the following: Exit planning is NOT an event One of the first things we do with clients, after the initial period of assessment and valuation,…