Business Transfer Newsletter

Current Issue

Please click here for the latest installment of our monthly Business Transfer newsletter dedicated specifically to our business owner clients and professional advisor friends.

There is a new topic covered every month that will provide timely resources for you and your business that may just help you answer the question….”How successful will my succession or exit strategy be?”

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Archived Issues

What Todays' Buyers Are Looking For From Your Company - Transaction Planning (Jan, 2018)
Is Your Friend's Advice Worth Listening to for Your Business Exit? (Dec, 2017)
Exit Planning is a Complex Decision and a Complex Transaction, How to master both for a successful result (Oct, 2017)
Aligning Your Key People with Your Future Exit (Sep, 2017)
10 Pitfalls to Avoid with Succession of a Family Run Business (Aug, 2017)
Asset Sales vs. Stock Sales (Jul, 2017)
Your Exit is Someone Else's Beginning (Jun, 2017)
Three (3) Advisor Attributes to Consider When Building Your Exit Planning Advisory Team (May, 2017)
The Myth of Easy Exits (Apr, 2017)
How to Communicate your ‘Exit Plan’ to Your Management Team (Mar, 2017)
Exit Planning is a Path to Diversification of Wealth (Feb, 2017)
What is and is not Business Owner Exit Planning (Jan, 2017)
Recent Business Owner Survey Results: 58% of Owners Surveyed Cannot Afford to Exit and Do Not Want to (Dec, 2016)
The Top Five (5) Reasons That Owners Do Not Plan Their Business Exits (Nov, 2016)