How to Transform From Employee to Owner
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How to Transform From Employee to Owner

Every business owner dreams one day of successfully selling their business and riding off in to the sunset with a professional life well-lived and money in the bank. That will be one of my clients in the next few weeks. Two partners started a business 30 years ago and are about to close on the…

3 Key Points to Structuring a Deal
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3 Key Points to Structuring a Deal

Every business owner has a big dream for their company and wants to make it happen. The problem is many deals can fall apart over terms, leaving both parties confused and frustrated. There are many pieces to consider when structuring a deal. How much? What price? Cash vs. stock? Lump sum or payments over time?…

Selling Your Business? Here are 4 Steps to Create a Roadmap to Success.
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Selling Your Business? Here are 4 Steps to Create a Roadmap to Success.

Every business owner has a big dream for their company and wants to make it happen. But, when it comes to retiring one day and driving off into the sunset, most business owners don’t know where to start or what to do. They’ve been so busy working in the business, they haven’t stopped to take…

Are Your Business Financials In Order for Exit?
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Are Your Business Financials In Order for Exit?

Every business owner dreams of selling their business one day for a lot of money then retiring with a home on the beach or traveling the world. However, when it comes to actually selling the business, many business owners don’t follow a unified strategy, leaving them confused and frustrated because they realize running a business…

Building Transferrable Value
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Building Transferrable Value

Every business owner dreams of a big pay day when they sell their business and go off on around the world trip. However, many owners don’t follow a unified strategy of how to go about selling their business, leaving them confused and frustrated because they don’t know where to start.  The top 2 characteristics of a quality…

The Business Owner’s Guide to Achieving Financial Freedom
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The Business Owner’s Guide to Achieving Financial Freedom

Every business owner has a big dream to sell their business one day and see it continue on successfully. But, when that day comes, we realize that we know how to run a business, but we don’t know how to exit a business. This thought leaves us frustrated, confused, and sometimes overwhelmed. Exiting a business…

You’ve Worked Hard Building Your Business. Now Indulge Yourself.
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You’ve Worked Hard Building Your Business. Now Indulge Yourself.

An around the world cruise, playing the top 50 golf courses in the world, relaxing on a beach in a far away exotic place sipping your favorite beverage…. Or enter your indulgence here! Every business owner wants to maximize the value of their business at exit.  The problem is they may not know where to…

How to Prepare for an Acquisition
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How to Prepare for an Acquisition

I had the privilege of speaking with a group of investments managers last week.  One of the points I emphasized was that most business owners are terribly undiversified and the largest asset they own is the investment in their closely held business.  To make the diversification worse, the business is also the sole source of their…

5 Steps to Prepare for Selling Your Business

You’re busy running your business and all of a sudden you get a phone call from a potential suitor that is interested in buying your business. You’re flattered, intrigued, you might even consider selling.  But what’s the value of your business? How do you structure the sale? What’s going to be your tax liability? What’s…

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