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Why Exit Planning?
Setting Exit Objectives (Step One)
What Is My Business Worth? (Step Two)
Working On - Not In - Your Business (Step Three)
Getting Top Dollar For Your Business (Step Four)
Transferring the Business to Children or Employees: A Recipe for Disaster? (Step Five)
Planning for a Rainy Day (Step Six)
Preserve Wealth: Give it Away! (Step Seven)
Why Business Owners Fail To Plan
Transfers to Insiders
ESOPs: Exit Opportunity For Business Owners
Sole Owner Continuity Plan - Making Sure the Business Continues When You Don't
Former Business Owners Express No Regrets About Selling Out
Protecting Assets
Transfer Your Business and Avoid The Deal Killer: Taxes
Finding The Right Advisor
Bonus Incentive Plans for Key Employees
Characteristics Of Successful Employee Bonus Plans
VESTING: Handcuffing Key Employees To Your Company
Getting Started In The Exit Planning Process
Having Your Employees Cash You Out of Your Business: Time is Money
Putting All of Your Eggs in One Basket
Protecting Your Nest Egg
Using Multiple Entities To Save Tax Dollars
Exiting Your Business Without Leaving It
Characteristics of a Well-Prepared Buyer
Eight Ways To Exit Your Company
The Annual Planning Meeting
First Things First: Prioritizing Your Objectives
Due Diligence
Winning The Beauty Contest
Estate Planning or Exit Planning?
Cash Is King
Selling To Insiders - How much can you sell your business for?
Has Your Child Earned Ownership Interest In Your Business? A Decision Framework
Family Succession Planning Via Sale To Third Party - When Exit Objectives Clash
My Lawyer Told Me Not To Do It!
How Much Is All This Exit Planning Going To Cost?
Systems: Value Drivers? Yes! Between The Owner's Ears? No!
Your Banker: The Forgotten Advisor Team Member
Going It Alone
Tainting The Marketplace
Sold! To The Highest Bidder
Minimizing A Lender's Risk When Financing A Sale
Exit Planning Myths
What Your Advisors Must Know
currently unavailable
Incentive Plans For Key Employees (First Of A Two Part Series)
Incentive Plans for Key Employees - Designing Performance Criteria (Second Of A Two Part Series)
Employee Ownership: It Is Not For Every Employee
Buying Out Your Partner
Confidentiality During The Sale Process
Pre-Sale Due Diligence
Tax Planning Begins Now
Owner Deferred Compensation
Phantom Stock Plan: The Stock Plan That Isn't
The Real Tax Advantages of a Phantom Stock Plan
Stock Appreciation Rights Plan
Passing The Smell Test
Cash Flow Forecasting: The Ultimate Reality Check
Continuity of Ownership - The First of an Owner's Business Continuity Concerns
Continuity of Ownership - The Second of an Owner's Business Continuity Concerns
The Loss of Key Talent -- You! - The Third of an Owner's Business Continuity Concerns
Business Continuity - Lifetime Exits - Part 1
Business Continuity - Lifetime Exits - Part 2
Business Continuity - Lifetime Exits - Part 3
Why Should You Exit Plan When You Have No Plans to Exit
Seven Reasons Owners Want to Sell Their Companies to Their Key Employees (Part 1 of 3)
Five Reasons Owners Actually Do Sell Their Companies to Their Key Employees (Part 2 of 3)
Seven Reasons Owners Don't Sell To Key Employees (Part 3 of 3)
Using A Valuation Specialist in the Sale or Transfer of Your Business
Your Target Departure Date - The First of Five Elements in Every Successful Exit Plan
A Preliminary Financial Needs Analysis - The Second of Five Elements In Every Successful Exit Plan
Choice Of Successor - The Third Of Five Elements In Every Successful Exit Plan
A Preliminary Valuation Of The Company - The Fourth Of Five Elements In Every Successful Exit Plan
An Estimate Of Future Company Cash Flow - The Fifth Of Five Elements In Every Successful Exit Plan
Family Business Transfers - Part One: Can Family Business Transfers Succeed?
Family Business Transfers - Part Two: The Recipe For Success
Family Business Transfers - Part Three: The Recipe For Success
Family Business Transfers - Part Four: The Recipe For Success
Family Business Transfers - Part Five: The Recipe For Success
Family Business Transfers - Part Six: The Recipe For Success
Thinking About Transferring Your Company To Insiders - Part One
Thinking About Transferring Your Company To Insiders - Part Two
Business Continuity - Using a low valuation for lifetime transfer events
Time: Too Much or Too Little?
Key Employees and Covenants Not To Compete (Part One)
Key Employees and Covenants Not To Compete (Part Two)
How Much Money Do You Need?
Six Reasons You Need A Certified Business Valuation
Using Equity (Stock) to Motivate Your Key Employees (Part One)
Using Equity (Stock) to Motivate Your Key Employees (The "Oldco/Newco" Technique)
Using Equity (Stock) to Motivate Your Key Employees (The Stock Bonus Plan)
Using Equity (Stock) to Motivate Your Key Employees (The Section 83(b) Election)
Using "Oldco/Newco" to Transfer a Company to Insiders Who Have Little or No Cash (The "Oldco/Newco" Technique)
Using "Oldco/Newco" to Transfer a Company to Insiders Who Have Little or No Cash (Family Business Transfers)
Using "Oldco/Newco" to Transfer a Company to Insiders Who Have Little or No Cash (Management Team Transfers)
Using Short-Term Incentive Plans to Retain Key Employees during the Transfer of a Business (The Lifetime Stay Bonus)
Using Short-Term Incentive Plans to Retain Key Employees during the Transfer of a Business (Lifetime Stay Bonus Plan Considerations)
Using Short-Term Incentive Plans to Retain Key Employees during the Transfer of a Business (Developing The Lifetime Stay Bonus Plan)
Using Short-Term Incentive Plans to Retain Key Employees during the Transfer of a Business (Communicating The Lifetime Stay Bonus Plan)
Family Business Transfers (Introducing Family Business Consultants into the Exit Planning Process)
Family Business Transfers (How to Determine When it is Appropriate to Bring in a Family Business Consultant)
Family Business Transfers (Criteria for Choosing a Family Business Consultant)
Preparing for Your Exit (Planning for Your Inevitable Business Exit)
Selecting the Right Exit Path (Transferring Ownership to Children)
Selecting the Right Exit Path (Sale to Other Owners or Employees)
Selecting the Right Exit Path (Sale to a Third Party)
The Importance of Financial Statements in the Exit Planning Process
The Importance of Financial Statements in the Exit Planning Process (Identifying Different Types of Statements)
Effectively Transferring Wealth to Children with Reduced Tax Impact (The Importance of Aligning Objectives Prior to the Wealth Transfer)
Effectively Transferring Wealth to Children with Reduced Tax Impact (Determining How Much Wealth is Needed After the Business Exit)
Effectively Transferring Wealth to Children with Reduced Tax Impact (Determining How Much Money is Appropriate to Leave to Children)
Effectively Transferring Wealth to Children with Reduced Tax Impact (Leveraging Tools to Minimize Estate and Gift Tax Consequences)
Transferring Your Company to a Business-Active Child (Choosing an Appropriate Transfer Technique to Meet Your Needs)
Transferring Your Company to a Business-Active Child (Selling Ownership Versus Gifting Ownership)
Transferring Your Company to a Business-Active Child (Leveraging the Stock Bonus Plan)
The Essential Business Agreement: A Business Continuity Agreement Among Owners: Part 1
Business Continuity Agreements
Even More Reasons for a Well-Crafted Buy-Sell Agreement: Part II
Business Continuity Agreements
Mandatory Versus Option Buyouts in Buy-Sell Agreements
A Surefire Method of Creating Conflict Among Co-Owners
Planning for Departing Owners
Transferring Management Responsibilities Prior to Your Business Exit The Importance of Creating a Plan to Ensure a Smooth Ownership Transition
Transferring Management Responsibilities Prior to Your Business Exit Establishing a Strong Advisor Team is Critical to Plan Success
Transferring Management Responsibilities Prior to Your Business Exit The Importance of Shifting Core Duties Prior to Your Exit: Part One
Transferring Management Responsibilities Prior to Your Business Exit The Importance of Shifting Core Duties Prior to Your Exit: Part Two
Creating Value in Your Business to Get Top Dollar Upon Your Exit
Value Drivers: Building Reliable Systems to Sustain the Growth of the Business
Value Drivers: Establishing a Diversified Customer Base
Value Drivers: Establishing Realistic Growth Strategies
Coming Soon
Coming Soon
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Coming Soon
Succession Planning vs. Exit Planning
Should I Sell My Business Now? - Personal Motives and Business Conditions to Consider when Exiting a Business
Should I Sell My Business Now? Examine Your Personal Motives First to Determine Your Readiness: Part One
Should I Sell My Business Now? Examine Your Personal Motives First to Determine Your Readiness: Part Two
Should I Sell My Business Now? Reviewing Objective Conditions Important to Successful Business Sale
Should I Sell My Business Now? Being Aware of the M&A Market Important to Successful Business Sale
Should I Sell My Business Now? Why Owners Choose Not to Sell
Should I Sell My Business Now? Overcoming Common Objections: Part One
Should I Sell My Business Now? Overcoming Common Objections: Part Two
Is Your Buy-Sell Agreement Current?
Does Your Buy-Sell Cover Everything it Should?
As Your Business Changes, Update Your Buy-Sell Agreement The 30,000 Mile Checklist
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