What Happens When the Music Stops?

The following case study is based on a true story. For owners of closely held businesses, this case study highlights the importance of engaging an experienced and professional exit planning team. Even when an exit appears to be years in …

Can One Exit Plan Save a Million Dollars, Twice?

The following case study is based on a true story. For owners of closely held businesses, this case study highlights the importance of engaging an experienced and professional exit planning team. Even when an exit plan looks like it will …

The Best Deals Are The Ones You Don’t Do 

The following case study is based on a true story. In an earlier edition of  NAVIX News April 2016 – The Third Time The Charm, we discussed Bill and Billy Smith, who with our help were able to successfully sell their company to a member of …

A Case Study–The Third Time The Charm

The following case study is based on a true story. It highlights the importance for owners of closely held businesses the need to engage an experienced and professional exit planning team. The risks of losing value in terms of price …

A Case Study–Family, Fair and Equal a Potential Problem

The following case study is based on a true story. It highlights the importance for parents in family owned businesses to clarify and articulate their business exit and succession objectives to their children. Even if the parents believe that they …

Advice that Yielded an Extra $4 Million to One Client

The following case study is based on a true story. It highlights the importance of getting ready for exit years prior to the event, the value of an experienced team of advisors, and the benefits of working with the team …