Category Archives: Exit Planning

Stakeholders in Exit Planning

When preparing for the transfer of a business, there are many stakeholders who can impact your plan. Some have direct authority or decision-making capability over the transaction, but others may have substantial influence. In general, it’s best to presume that … Continue reading

Posted in Exit Options, Exit Planning, Exit Strategies, Management | Tagged , , , , , , , , , , , , , , | Leave a comment

Exit Strategies – The Road Less Traveled

The road less traveled is often a misimpression when considering a transition from business ownership. Surveys show that roughly 85% of owners expect their exit to happen via a sale of the business to a third party. A third-party sale … Continue reading

Posted in Exit Options, Exit Planning, Exit Strategies, Life After | Tagged , , , , , , , , , , , | Leave a comment

The AI role in Exit Planning

Is there an AI role in Exit Planning? The media is packed with stories about Artificial Intelligence. According to the stories, because a smart search engine (which is essentially what a Learning Language Model [LLM] is,) can pass a Bar … Continue reading

Posted in Building Value, Entrepreneurship, Exit Options, Exit Planning, Exit Strategies, Life After | Tagged , , , , , , , , , , , , | 2 Comments

Delegation and Depth – Company Readiness for Exit

Delegation and depth are critical when presenting your business as a buying opportunity. For many business owners, exit planning means getting the company ready for sale to a third party. There are a number of approaches to enhancing preparedness for … Continue reading

Posted in Building Value, Entrepreneurship, Exit Planning, Exit Strategies, Leadership, Management | Tagged , , , , , , , , , , | Leave a comment

The Role of a Coach in Exit Planning

Defining the role of a coach on your exit planning team doesn’t just happen. Like any other aspect of working with consultants, you need to set expectations upfront. Many advisors like to characterize themselves as the “quarterback” of a transition … Continue reading

Posted in Entrepreneurship, Exit Options, Exit Planning, Exit Strategies, Leadership, Management | Tagged , , , , , , , , , , , , , , , | Leave a comment