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Blog for exit planning insights, ideas, questions, suggestions and success stories.
Two Terms Business Owners Must Know: The IOI and LOI
What is a QofE and Which Business Owners Need One?
What Should You Do with All Those Unsolicited Offers to Buy Your Business? (Part 3 of 3)
What Should You Do with All Those Unsolicited Offers to Buy Your Business? (Part 2)
What Should You Do with All Those Unsolicited Offers to Buy Your Business? (Part 1)
New! Our Most Popular Ebook “Your Last Five Years” Now Updated
The Leadership Hacker Podcast: Leading in the End Zone w/ Patrick Ungashick
Are You Ready to Exit Your Business?
Eight Tactics to Escape the Dark Side of Owner Dependency
The Five Years’ Fallacy: Exit Planning Facts vs Fiction
The One Exit Tactic You’ve Probably Never Heard Of
How to Avoid Getting Burned by Earn-Outs When Selling Your Company
17 Signs You Might Need a ‘Partnerectomy’
Four Tips on How to Thank Employees When You Exit
Five Reasons Why “Letting My Management Team Run the Company” is Not an Exit Strategy
Adjusted EBITDA: The Second Most Important Number to Know as You Prepare for Exit
14 Reasons Not To Share Ownership with Key Employees
What Do You Want Your Legacy to Be? (FREE White Paper)
The Five Conversations You Must Have to Prepare for Exit
You Wouldn’t Sell to Just One Customer at a Time, So Why Sell Your Company That Way?
Why Reaching Financial Freedom at Exit is Absolutely Essential – And How to Get There
When Apple Lost $10 Billion…And What It Means for You
In Family-Owned Businesses, Equal is Not Fair and Fair is Not Equal
Cheat Sheet: 25 Ways to Make Your Company More Valuable
The Three Laws of Legacy Teaser
Why Your Company’s Profitability is Not the Same as Exitability
Why a Buyer’s Motives Determine Your Company’s Multiple
Three Biggest Oops Inside Buy-Sell Agreements
10 Questions to Answer Before Replying to an Inquiry to Buy Your Company
Seven Situations to Consider Bringing in an Outside Investor
Our 6th Annual Offer: Complimentary, Confidential Exit Planning Consultation for your Business
The Recession is Coming! The Recession is Coming!
Why Exit Planning is Like a Box of Chocolates
Seven Requirements to Pull Off a Family Business Exit
10 Reasons Business Partnerships Fail
Seven Reasons Why Selling Just a Piece of Your Company Might Make Sense
Why There are Only Four Exit Strategies and the Danger of Not Knowing Yours
Three Reasons to Take the Surplus Cash Out of Your Company
Selling Your Company to Your Employee(s)? 5 Reasons to Investigate Selling to an Outside Buyer First
What Game of Thrones Teaches Business Owners About Preparing for Exit
The One Scientific Reason Many Business Owners Do Not Exit Happily
Seven Steps to Increase Your Company Value at Sale
Five Criteria for Selecting an Investment Banker
Why an Investment Banker is Like a Wedding Coordinator, and an Exit Planner is Like a Minister
Business Valuations: How to Select a Business Valuation Professional
Business Valuations: Business Valuation Methods
Business Valuations: How to Value a Business
Business Valuations: Why and When Do You Need One?
101 Questions to Help Business Owners Determine What to Do After Exit
Do You Really Need an Audit as Part of Your Exit Planning?
13 Things That Will Kill Your Exit Happiness
What’s More Important When Selling Your Company: Price or Terms?
Case Study: Larry Legacy Takes a Lesser Offer
Case Study: Ready-to-Sell Reggie
Tax Update for Business Owners: IRS Proposes No “Clawback” on Gift Taxes
How Much Is Your Company Worth According to Your Buy-Sell Agreement?
Why It May Seem Like Buyers Are Nuts Regarding Your Business’s Value
10 Reasons to Put Golden Handcuffs on Your Best Employees
10 Things Impacted by Your Business Exit
Need to Buy Out a Partner? The SBA Just Made This Easier
Are You Keeping Your Exit Plans a Secret?
A Holiday Miracle: New PPP Funds, Second Draw Loans & Tax Relief
ALERT! IRS Affirms Non-Deductibility of PPP-Funded Expenses
Company Sales Rebounding Despite COVID-19
Maximizing Company Value: Tracking EBITDA During COVID
PPP Loan Forgiveness Just Got Easier
PPP: Loan Forgiveness, Taxation, and Pitfalls
PPP Funds Replenished – What You Need to Know
PPP Confusion and Clarifications – Top 40 FAQs
How to Maximize Your PPP Funds
SPECIAL ALERT: Updated C.A.R.E.S Act Executive Summary with New PPP Information
SPECIAL ALERT: Forgivable SBA Loan Application Now Available
SPECIAL ALERT: $2 Trillion C.A.R.E.S Act Executive Summary
Business Response to the Coronavirus Crisis - $50 Billion from the SBA
Business Response to the Coronavirus Crisis - Tax-Free Aid for Employees
Business Response to the Coronavirus Crisis - Manage & Secure Cash
Take the Money Home This Year! (7 Reasons Why Business Owners Need to Withdraw More Money Out of the Company Prior to Exit)
A Special New Year’s Gift: Our Top (Free) Stuff from 2018
Why Exit Does Not (and Should Not) Mean Retirement
How Dirty Is Your Balance Sheet?
The Biggest Mistake Business Owners Are Making Right Now
Why Business Owners Don’t Like Long Vacations — and How to Change That
3 Financial Needs Business Owners Must Address to Exit Happily
The Simple Little Org Chart Can Produce Big Value at Your Exit
What 65,390 Swedish Startups Reveal About Finding Happiness After Exit
Our 5th Annual Free Consultation Offer
Ever Hear of ZBB? It Can Make You $$$
New Survey What It Feels Like to be a CEO Offers Exit Planning Insights
Unhappy with Your Business Partner? Here’s Why.
An Open Letter to Business Owners
Planning on Passing Your Business to the Kids? Consider Selling a Piece of It First
When It Comes to Exit, Do Not Go Out on Top
Nine Ways Buyers Have You at a Disadvantage When You Sell Your Company
How a Bag of FRITOS® Can Help You Plan Your Business Exit
Four Simple Questions to Train Your Team to Bring Solutions Rather than Problems
Do You Really Need a Successor CEO? Here’s How to Know...
Free Fourth of July Gifts from NAVIX
Own a Majority of Your Company and Think You’re in Control? Think Again...
Announcing Our New eBook: Your Last Five Years
Six Misconceptions About Business Valuations
9 Reasons to Unplug for Two Weeks
7 Mistakes Business Owners Should Avoid When Discussing their Future Exit with Employees
Two (Surprising) Reasons Why Owners Need an Exit Plan
How One-Way Buy-Sell Agreements Help You Maintain Control When Selling Your Business to Your Employees
4 Key Questions to Determine Your Best Exit Strategy
Your Last Five Years: Where to Go From Here?
Your Last Five Years: How Exitable is My Company?
Your Last Five Years: What Do I Want to Do in Life After Exit?
Your Last Five Years: What Do I Want My Legacy to Be?
Your Last Five Years: How Much Do I Need to Net from My Exit to Achieve Financial Freedom?
Your Last Five Years: It is Crucial to Make the Right Turns When Determining Your Exit Strategy
Your Last Five Years: Why Starting Your Exit Planning is Critical with Only Five Years Left
12 Timely Questions the New Tax Laws Raise for Every Business Owner in America
Exit Planning Under the New Tax Laws: Should You Be a C-Corporation?
Three Free Resources to Learn About Exit Planning Under the New Tax Laws
Exit Planning Under the New Tax Laws: Passing Your Business to Family
Pursuing Financial Freedom Under the New Tax Laws
Special Alert: The New Tax Laws and How They Impact Business Owners and Exit Planning
Happy Holidays to you and yours...
Why Exit Plan Alignment Is So Often a Conundrum for Co-Owners
Why Is Goal Incompatibility Among Business Co-Owners at Exit Practically Inevitable?
The Passer’s Game Plan for a Winning Business Exit
Seven Steps to Creating Co-Owner Alignment for Business Exit
Exit Planning for Tomorrow Creates a Better Business Today
Why Must Business Co-Owners Collaborate on Exit Plans
7 Situations Where Business Owners Should Consider Bringing In Outside Investors
How to Reach Financial Freedom When You Sell, and How to Stay There
Steps That Will (Nearly) Always Maximize Value at Business Sale
Want to Buy Out a Partner? The Good, the Bad & the Ugly
Planning to Pass Your Business to Your Family? Prepare to be Unfair
Top Mistakes to Avoid When Selling Your Business to an Inside Buyer
What Happens When the Music Stops?
Largest Video Learning Resource on Exit Planning
Can One Exit Plan Save a Million Dollars, Twice?
The Best Deals Are The Ones You Don't Do
The 5 External Factors That Drive Your Business Value at Exit
Do I Have to Pay $10,000 Just to Find Out What My Business is Worth?
The Third Time's the Charm
Why Fair Does Not Mean Equal When It Comes to Family and Business
How Fast Does Your Business Need to Grow to Attract a Buyer?
How One Business Owner Reduced Financial Dependency on His Business
Five Reasons Why You Need to Work with a Professional Exit Planner
White Paper: The Exit Magic Number™ The Most Important Number to a Business Owner
Family, Fair and Equal a Potential Problem
Complimentary Due Diligence Checklist Tool
Complimentary Checklist Tool – 14 Steps to Building a Business Legacy
The Story of the Paralyzed Partners
Complimentary Checklist with 25 Tactics to Maximize the Value in Your Business
10 Benefits All Business Owners Need to Know About Retirement Plans
When Succession Plans Fail
A Must Read For Anybody Who Shares Ownership in a Business
Advice that Yielded an Extra $4 Million to One Client
12 Essential Criteria to Sell Your Business One Day to Your Employees or Partners
Free Tool to Assess If Your Business Will Be Ready One Day to Sell to an Outside Buyer
Free Tool To Assess If Your Business Will Be Ready To Be Passed One Day To A Family Member
The Only 4 Exit Strategies for Business Owners - Which One is Yours?
The Exit Planning Topic Nobody Wants to Hear About
Why Baby Boomer Business Owners are at Risk of Losing Value
Don't Want To Exit Your Business? Here's Why Getting Ready For Exit Is Still Critically Important
Step-by-Step Free Instructions to Avoid Costly Calculations in Your Exit Plan
Two Common Mistakes You Need to Avoid When Planning Your Exit
Which of the Four Exit Strategies is Yours?
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