Category: Articles


How Generational and Societal Change is Influencing Companies and The Markets

How Generational and Societal Change is Influencing Companies and The Markets

ESG: what does that acronym stand for? Those three letters stand for “Environmental, Social, and Governance” and signify an investment that has particular merit to investors of all ages. A recent Morgan Stanley Bank survey found that almost 90% of millennials would prefer to have investments that suit their values. With young adults, ESG investing  … Read more

6 Key Metrics to Help You Plan Your Exit

6 Key Metrics to Help You Plan Your Exit

There is an old saying that “you cannot manage what you cannot measure.” Therefore, most businesses run on metrics. As business owners, we want to know how much, how soon, how efficient, how productive, how intelligent, and how to measure all of the aspects of our businesses. This newsletter is focused on some exit metrics  … Read more

A Good Business versus a Good Investment

A Good Business versus a Good Investment

When it comes time for a business owner to contemplate an exit from their business, it is important to consider the differences between a ‘good business’ and a ‘good investment’. The next owner of your company will be looking for a ‘good investment’, not just a good business. Therefore, if you want to attract a  … Read more

The Fragile Nature of a Business Exit

The Fragile Nature of a Business Exit

Many baby boomer business owners today are thinking about their retirement and the transition out of their privately held businesses. This newsletter was written to help business owners understand and address the various ways that privately-held businesses can be disrupted during the exit planning process and execution of that plan. Knowing the most common areas  … Read more

Spotting Credit Trouble

Spotting Credit Trouble

How to check for problems. Americans aged 45 to 54, who have credit card balances, carry an average debt of $9,096 per individual. (1) The wise use of credit is a critical skill in today’s world. Used unwisely, however, credit can rapidly turn from a useful tool to a crippling burden. There are several warning  … Read more

Should You Care What the Financial Markets Do Each Day?

Should You Care What the Financial Markets Do Each Day?

Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial markets. When stocks slip,  … Read more

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