Business Exit Planning – Advisory Board 04/03/2019
Friday, 28 June 2019
by Business Exit Planning
The Business Exit Advisory Board was created in 2014 with the idea to help owners develop a holistic approach to designing a business-exit strategy that provides maximum value for their life’s work. Panelists: Marko Mijuskovic, Certified Exit Planner Charles Au, CPA Ethan Lee, Accredited Business Valuator Scott Settle, Business Attorney
- Published in Business Exit Planning-Video
A Planning Process for Future Success
Tuesday, 25 June 2019
by Business Exit Planning
Do not act as if you had ten thousand years to throw away. Death stands at your elbow. Be good for something while you live and it is in your power. –Marcus Aurelius, Meditations Building a successful business likely took you years of deliberate planning. From your initial business plan to now, you’ve built
- Published in Newsletters
Protecting What You Care About: Business, Family, & Employees
Thursday, 13 June 2019
by Business Exit Planning
As a business owner, you’re likely the most important person in your business. You’re probably the breadwinner for your family. Your employees rely on your leadership and success for their livelihood. A lot of people depend on you. What would happen if, without warning, you were to die or become incapable of running the
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Maintaining Control, Minimizing Risk, and Rewarding Your Best Employees
Thursday, 13 June 2019
by Business Exit Planning
For many small-to-mid-market business owners, there are few things more important than maintaining control of the company, minimizing risks for the company, and rewarding the employees that make the company successful. Ownership transfers to the company’s most valuable employees can do all of these things with proper planning, but there is a cave…
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Whether You Sell Your Business or Not, the Planning Is the Same
Thursday, 13 June 2019
by Business Exit Planning
There are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process
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3 Things That Can Build Future Business Value
Thursday, 13 June 2019
by Business Exit Planning
Building business value is a core reason you wake up and run your business every day. As your business grows in value, it can position you to find new clients; keep current clients happy; support your employees financially and intellectually; and provide a nest egg for yourself, your family, and any charitable organizations you work
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Why Make Your Business More Valuable Without You?
Thursday, 13 June 2019
by Business Exit Planning
Businesses that rely on their owners as the primary source of success are common. They’re also the most dangerous kind of business to own when you want to plan for the future of your ownership interest. Unless your goal for the future of your ownership is to liquidate the business and shut it down, you’ll
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Is Your Business Worth as Much as You Think?
Thursday, 13 June 2019
by Business Exit Planning
As a successful business owner, you know that your business has value. It likely supports the lifestyle you and your family live. It provides a paycheck and perhaps benefits to the people you employ. The products or services you provide are meaningful to your clients. But if someone asked you, “How much is your business
- Published in Newsletters
June 2019
Thursday, 13 June 2019
by Business Exit Planning
In this issue we will be covering these topics: Do You Believe? A Fix for “Dumb Money” Why Are We Under-Prepared For Widowhood? Reality Check: The Delusion of an Athletic Scholarship How Life Insurance Could Extend Your Life Download PDF File Here
- Published in Uncategorized
May 2019
Thursday, 13 June 2019
by Business Exit Planning
In this issue we will be covering these topics: How Savings Protect Your Investments The Chart of the Century Spending: The House Drives Everything More Money or More Time? Download PDF File Here
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