Valuation: A Worthy Cause

Original article contributed from Family Business Magazine [download now] What’s it worth to you? One reason for confusion over valuation is that there’s more than one way to value a company. All too often in family businesses, family members are unaware of these distinctions. “They don’t understand how the companies get valued, and they don’t… read more

Is the M&A Window Closing?

Original article contributed from Quantive Valuations [see full article] How long can a good thing last? So here we are, halfway through 2019 and judging by the commentary from various talking heads, press releases, and my good friends in wealth management, it seems we really have no idea how strong the economy is. Maybe I’m… read more

[Inside Look] Behind Evolve

When the Exit Planning Institute Executive team comes together to brainstorm the Summit theme each year, there are many factors that come into play. It causes the team to focus on our goals and look ahead to where we, as a company, are headed. This year, the Summit theme is Evolve. Increase your credibility. Enhance… read more

Call for Speakers: 2019 EPI Power Session Theme Announced

Last year, EPI introduced the Power Sessions at the Exit Planning Summit in Nashville! Inspired by TED, the global community bringing you ‘ideas worth sharing,’ seven speakers from diverse areas of expertise took the main stage and delivered hyperfocused talks that challenged the advisory community in attendance to tackle common industry pitfalls head on. Following… read more

Quick Recap: 2018 North Texas Owners Forum

  Quick Recap: 2018 North Texas Owners Forum The 2018 North Texas Owners Forum was a full-day educational event for business owners and their key partners to hear from award-winning industry leader, Christopher Snider, and a panel of local experts and leaders in the fields of business strategy, exit planning, succession planning, and marketplace trends.… read more

The Unsolicited Offer. What To Do.

Original article contributed from Quantive Valuations [see full article] The Unsolicited Offer: Understand the Buyer, Identify Pitfalls, and Develop a Game Plan Has someone reached out with you to discuss the sale of your company? You’re not alone. Many entrepreneurs and business owners routinely receive unsolicited calls or letters suggesting to buy their company. While… read more