Family run companies need to have alignment between family members and management when it comes to the business vision and plans. … read more
It can be hard to objectively see the imperfections your business may have and know how to solve them, but waiting until it is time to sell is the wrong solution. Make sure you maximize your exit options by getting the skeletons out of your closet. … read more
There is no one “Right Time” to exit a business. But to be ready to exit your business at any time and receive the most capital from a potential buyer, you need to have a solidified exit plan in place.… read more
Learn how to bust the myth that high income equals high business value. Improve the readiness and attractiveness of your clients’ businesses by highlighting ways to grow and protect value through strategic planning.… read more
Amid a global pandemic, businesses and teams are looking for ways to re-calibrate and catapult forward. One of these ways has been leaning into leadership. During changing and uncertain times, a team's leadership may be the way they stay afloat and weather the storm of adversity.… read more
Learn how other CEPAs, including our President & CEO Chris Snider, position their practices for increased lead capture, new client onboarding, and client delivery efficiency. Scott Snider stated in his recent article, “As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past… read more
Our Exit Planning Philosophy Exit planning is business strategy. Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed… read more
