Today’s newsletter is written to address an important topic in planning for an owner’s transition, namely, ‘how to get to the equity in your business?’ We’ll look at how business owners view their companies and then offer some planning-base suggestions as to how to draw the equity out of your business over time, assuming that … Read more
Owners who think about exiting their business should wonder who the future owner will be and what attributes of their business those buyers will seek when acquiring the business. The marketplace of buyers for businesses changes – like many markets – and today’s buyers are interested in growth. This newsletter is written to help owners understand some of the … Read more
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
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
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
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
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
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
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
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
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