Tag Archives: business

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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Family Succession: Exiting a Small Business Part 3

It’s time to discuss family succession. In Part One of this series we looked at exit strategies that aren’t really available to small businesses, and in Part Two we discussed selling to a third party. Now let’s talk about the … Continue reading

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Manage Activities; Lead for Results

A few weeks ago I posted a comment in the Business Journals Leadership Trust Forum about a life lesson I learned regarding the difference between effort and outcomes. They reached out and asked if I could expand my comments a … Continue reading

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