Monthly Archives: January 2018

Death, Taxes and Exit Planning

Posted on January 14, 2018 by John F. Dini

(This post was published in the Sageworks/ProfitCents blog earlier this week) Understanding the Post-Ownership Void As advisors, we understand that our business clients should be preparing for the biggest financial event of their lives – the sale of their business. … Continue reading →

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

2 Responses to Death, Taxes and Exit Planning

  1. Paul Cronin says:
    January 25, 2018 at 7:42 am

    At Successful Transition Planning Institute, we find that Fear drives this behavior. Fear of an Unknown future, Fear of Falling into a Black Hoe, Fear of Missing Out, and Fear of Death itself. Good post John. By helping owners express these fears and then helping them counterbalance them, the owners are free to logically think about the future of their business and themselves. We also find that that owners need to express their goals for the transition process, the outcome (the money and more). These goals become motivation for the owners to accomplish their business transition.

    Reply
  2. Jim Wisdom, CFP says:
    February 26, 2019 at 6:48 pm

    John: Great post. You are spot on here.

    Reply

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