Tag Archives: business ownership

Manufacturer Stuck in the “Neutral Zone”

Posted on February 3, 2026 by John F. Dini

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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Quality of Earnings and Technology Costs

Posted on November 10, 2025 by John F. Dini

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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Goals and Resolutions

Posted on May 30, 2025 by John F. Dini

Businesses set goals. These can be budgetary, operational, recruiting, sales or profit oriented. Individuals make resolutions. Continue reading →

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What is “Holistic” Planning?

Posted on March 28, 2025 by John F. Dini

Financial planners use the term “holistic planning” frequently. It’s meant to indicate that they consider the client’s short- and long-term life goals and the future they visualize. According to Fidelity Investments Holistic Wealth Planning is continuous and considers two dozen … Continue reading →

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Battling Assets

Posted on February 1, 2025 by John F. Dini

Occasionally, we run into what I call “Battling Assets.” That is when an owner is drawing a comfortable income from the business, but it is arranged in a way that denigrates the business value, the value of the asset, or … Continue reading →

Posted in Building Value, Exit Planning, Exit Strategies, Management | Tagged , , , , , , , , , , , | 1 Comment

One Response to Battling Assets

  1. Valerie Koenig says:
    February 3, 2025 at 4:37 pm

    Good insights, love the examples.

    Reply

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