An Estate Strategy for Your Digital Assets

An Estate Strategy for Your Digital Assets

What should you know? What should your executor know? When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they deserve your attention as well. Your digital assets should not disappear into a void when you die. Nor should they  … Read more

Growing Into Your Eventual Exit

Growing Into Your Eventual Exit

It has been said that ‘timing is everything’. Well as far as business growth and exit planning goes, ‘timing’ may end up being one of the most important elements of your overall plan. This newsletter is intended to provide you with some guidance as to how you can begin to design a successful growth and  … Read more

Education is ‘Core’ to a Successful Exit Plan

Education is ‘Core’ to a Successful Exit Plan

Becoming educated about an exit planning process is ‘core’ to any successful business owner transaction. Without an owner learning what they do not currently know, it is impossible for that owner to make a fully informed decision for their own business exit. It is unlikely that the owner will achieve a successful exit absent the  … Read more

How Does My Company’s Dependence on Me Impact My Exit Options?

How Does My Company’s Dependence on Me Impact My Exit Options?

Many owners today are becoming aware that a process exists to help them plan for the exit from their privately-held business. Some of these owners are also beginning to see that the greater amount of dependence that their company has on their individual efforts, the harder it will be to transition to a new owner.  … Read more