Tag Archives: Boomer Bust

Exit Planning in a Crisis

Why would you be exit planning in a  crisis? At the height of the economic expansion (a few months ago in late 2019) I was reviewing a company’s financial statements. Their sales were stagnant, and profits were minimal. When I … Continue reading

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Quarterbacking is Not Exit Planning

Quarterbacking is a popular term when exit planners are talking to clients. It’s supposed to invoke a vision of someone who is in control. Think about a Tom Brady, Aaron Rodgers or Patrick Mahomes standing tall in the pocket, surveying … Continue reading

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One Response to Quarterbacking is Not Exit Planning

  1. Jim Wisdom says:

    John: Thx for this Blog post. It helps to clarify the role of the Exit Planning Strategist for all concerned- the business owner, the other advisors, and even the Exit Planning Strategist. Great information!

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Exit Planning Checklist for 2020

The beginning of a new year is a great time to review your Exit Planning Checklist. All business owners will stop being business owners at some point.  So, there is no better time to begin planning for the inevitable than … Continue reading

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Baby Boomers’ Influence – Still Strong

There is ample evidence in the marketplace that Baby Boomers’ influence is still powerful. From walk-in tubs to stand-up bikes, and from pharmaceutical commercials to river cruises, Boomer tastes are catered to in every market. We all know the sterotypes … Continue reading

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Why Plan Now? Exit Planning for Small Business

Owners ask all the time, “Why Plan Now?” “I’m not planning to leave my business for years. I feel good, and I still enjoy my business. I’m not sure what else I would do. Besides, if my company is only … Continue reading

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