Todays’ newsletter is written to help you, the business owner, consider the fact that without proper planning, the government’s ‘partnership’ in your business exit may be increasing yet again. President Biden campaigned on essentially abolishing the long-term capital gains tax rate by increasing it to the same top rate he’s proposing for ordinary income. This could mean an increase … Read more
Your business success has been the product of years of hard work, dedication and focused results (and likely a little bit of luck). As you think about a future transition of the company there are a number of factors that need to be considered because your future exit will impact a number of people who … Read more
There is an old saying that goes “show me how I am paid and I’ll show you how I’ll behave”. The issue is simple for business owners – the right incentive plans help to grow the value of your company while the wrong (or no) incentive plans leave key employees with little direction as to help you, the owner, grow the company to the next … Read more
Thinking About a Future Transition At a certain point in time, a successful business owner stops thinking about all the day-to-day operations and the strategic planning for the company’s execution in the marketplace, and starts to think about the future ownership and who will own and run their business after them. This process is often referred to as ‘exit planning’ … 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 business owners think about transitioning out of their companies, some of the first thoughts that come to mind relate to the sale of their business. In fact, many business owners believe that in order to exit their business they need to sell it to someone else. As a result, the term ‘exit … 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
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
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
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