Category Archives: Exit Options

The Dismal Ds and Exit Planning

The Dismal Ds are a cynical list of problems that can force your exit from the business, but they are no joke. Continue reading

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Exit Planning When Kids Don’t Cut It

When passing your business to children, other stakeholders include key employees and offspring who are not involved in the company. Continue reading

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Exiting a Small Business #2 – Selling to a Third Party

“In our last episode,” (I’ve always wanted to say that) we discussed the exit paths that are not usually available when exiting a small busineses. Those are ESOP, Private Equity and Strategic Acquisition. Now let’s talk about what you can … Continue reading

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Using Waterfalls in Exit Planning

One of the most useful concepts in business planning is that of “waterfalls.” The analogy is apt, if perhaps less than perfect. Think of any outcome anticipated in a contract that is based on an “if…then” situation. It can likely … Continue reading

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San Antonio Business Journal Leadership Trust

I just had my first article published for the San Antonio Business Journal Leadership Trust. Please take a look: https://www.bizjournals.com/sanantonio/news/2019/03/26/planning-your-business-transition-heres-what-you-should-consider.html?iana=cco_landing_news

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