Insights
Exit planning, page 2
Exit planning
What documents should I organize before putting my business on the market?A practical checklist of the financial, legal and operating documents buyers ask for, and when in the sale each one is shared.
Exit planning
What taxes should I plan for before selling a privately held company?The tax concepts that shape what you keep from a sale, which choices must be made early, and which professional decides each one.
Exit planning
The Evolving Realities Around Succession in Family BusinessesWhat has changed in family business succession and what has not: next-generation choices, specialist advisors, one voice and tighter secrecy.
Exit planning
Why Early Exit Planning Matters for Business OwnersWhy the years before a sale decide its outcome, and what to work on five years, three years and one year before you exit.
Exit planning
Planning Your Exit Before You Need ItThe parts of an exit plan to write while nothing forces your hand: triggers, contingencies, ownership papers, value work and reviews.
Exit planning
How to Ensure a Smooth Business Sale and Transition into RetirementWhat to put in place so a buyer trusts the handover and you can actually retire after closing, not keep working for the new owner.
Exit planning
The Sale or Succession of a Family Business: How to Plan Either PathHow a family decides between succession and an outside sale, and the groundwork both paths need: one voice, clear roles, deal-ready advisors.
Exit planning
Get Ready to Sell: How to Showcase the Strength of Your BusinessHow to find the strengths buyers pay for, prove each one with documents, and handle weaknesses without hurting the price.
Exit planning
What You Need to Know About Family Business Legacy and TransitionWhat legacy really means when a family business is sold, which parts you can protect in the deal, and what each protection may cost.
Exit planning
Exit Options for Family-Owned Businesses: Inside and Outside the FamilyThe six realistic exit routes for a family-owned business, how each works, and what each trades off in price, cash and control.
Exit planning
What to Consider Before Handing Your Business Over to the Next GenerationThe questions to settle before passing a company to a son or daughter, and the planning that gives the handoff a real chance.
Exit planning
Prepare for Your Exit When You Launch Your BusinessHow to build a company from its early years so it is easy to run, easy to finance and, whenever you choose, easy to sell.