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Topic: Value Creation

Which Comes First? Estate Planning or Exit Planning?

Which Comes First? Estate Planning or Exit Planning?

Exit Planning and Estate Planning have the same general goals. Once owners see that the two processes share the same goals, they can leverage the time and money they spend developing their Exit Plans into the design of their estate plans.

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Posted on July 25, 2017July 1, 2020 by John Brown
Business Continuity Planning for Co-Owners

Business Continuity Planning for Co-Owners

Remember: One day, you will leave your business.

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Posted on June 28, 2017July 1, 2020 by John Brown
Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-Sell Agreement

Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-Sell Agreement

Don’t wait until you’re ready to transfer your business to create an air-tight buy-sell agreement.

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Posted on June 12, 2017July 1, 2020 by John Brown
Preparing for the Worst: Business-Continuity Planning for Sole Owners

Preparing for the Worst: Business-Continuity Planning for Sole Owners

Business-continuity planning is vitally important to owners’ companies and families. Without a well-considered business survival plan, the consequences for owners’ employees, customers, and, most importantly, family and estate can be dire.

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Posted on May 24, 2017July 1, 2020 by John Brown
The Essential Business Agreement: A Business-Continuity Agreement Among Owners

The Essential Business Agreement: A Business-Continuity Agreement Among Owners

If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you will sign.

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Posted on May 12, 2017July 1, 2020 by John Brown
Avoiding Disasters in Inside Ownership Transfers

Avoiding Disasters in Inside Ownership Transfers

If you think that an inside ownership transfer your business to your children or management team is inherently risky, you’re right.

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Posted on April 26, 2017July 1, 2020 by John Brown
Elements of a Plan to Sell to Insiders

Elements of a Plan to Sell to Insiders

These 10 elements of selling to insiders can help make any inside transfer successful.

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Posted on April 11, 2017July 1, 2020 by John Brown
Are You and Your Company Candidates for a Third Party Sale?

Are You and Your Company Candidates for a Third Party Sale?

Whether your company is small or large, selling it to a third party is the biggest challenge—and opportunity— of your business life.

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Posted on March 23, 2017July 1, 2020 by John Brown
Sticking a Toe (or Two) in the Exit Planning Pool

Sticking a Toe (or Two) in the Exit Planning Pool

Let’s dismantle the most common objections business owners have to undertaking the Exit Planning needed to leave their companies successfully.

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Posted on March 13, 2017July 1, 2020 by John Brown
Building Value is the Win-Win-Win of Exit Planning

Building Value is the Win-Win-Win of Exit Planning

At some level, all owners understand that they will someday leave the businesses they have created. Buyers pay for business value, not for the departing owner.

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Posted on February 27, 2017July 1, 2020 by John Brown

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