Category Archives: Building Value

Manufacturer Stuck in the “Neutral Zone”

Here is how exit planning helped a business owner out of the Neutral Zone. This manufacturer reached out to an exit planning consultant after receiving a book on planning as a gift from a local professional. He was in no … Continue reading

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NQDCs – “Let Me Count the Ways”

Non-Qualified Deferred Compensation (NQDC) plans are a powerful tool for incentivizing and retaining key employees. They offer virtually unlimited flexibility in methodologies, objectives and rewards to suit a company’s strategies and goals. What is “unqualified?” Quite simply, NQDCs are discriminatory. … Continue reading

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How Much Does the Big Picture Really Matter to Your Business?

It’s hard to have a business conversation today without someone invoking “the Big Picture.” The 24-hour news cycle runs on urgency, outrage, and uncertainty—and it needs a constant supply to keep attention locked in. The result? Everything sounds like a … Continue reading

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Quality of Earnings and Technology Costs

When a Quality of Earnings audit identifies deferred technology, the price can be magnified many times.  Are you deferring technology costs? A few months ago, a subscriber to our planning tools called with a tech support question. “Your software doesn’t … Continue reading

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The Exit Planning Fallacy – A Business Owner’s Perspective

One of the most common sales pitches you might hear from someone claiming to help you “enhance value” goes something like this: “I’ve reviewed your company and believe it’s worth $4.2 million today. With the right planning, it could be … Continue reading

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