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As a business owner, you know what it’s like to lie awake at 2 a.m. Maybe it has happened when you are excited and full of new ideas for your business. More often, it’s because you are worried about issues you will face the next day. Sometimes, it’s because you just woke up with the solution to a problem. I’ve experienced all those emotions about my businesses over the years. Awake at 2 o’clock? is where I share them with you, and hopefully help with answers that will let you sleep.
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Your business is your life’s work. What comes next?
Your Exit Map: Navigating the Boomer Bust, combines humor and real owner stories, to help you understand your exit options, protect what you’ve built, and plan your next chapter.

How prepared are you to exit your company?

The Assessment breaks down the four major categories of exit readiness; Finance, Planning, Operations and Revenue/Profit. -
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Category Archives: Exit Options
Every Owner Needs a Continuity Plan
Exit planning conversations tend to focus on a voluntary transition. You decide you are ready to move on, prepare the business, and eventually negotiate a sale on favorable terms. That is the version of the story every business owner hopes … Continue reading →
Layers of Disclosure: A Business Owner’s Guide to Sharing Information in a Sale
If you’re selling a privately held business, disclosure is rarely just a matter of completing a checklist. It’s more like managing a series of “layers” that unfold over time. The timing, depth, and framing of what you share can affect how buyers value your company, how much leverage you retain at the negotiating table, and often overlooked how stable your business remains while the transaction is moving forward. A practical way to think about disclosure is this: you should expand what you share only as the buyer becomes more committed, receives greater legal protections, and the deal becomes more certain. In other words, disclosure should be tied to deal momentum, not simply to the passage of time. Continue reading →
The 3% Problem in Advisory Work: A Guide for Business Owners
As a business owner, you belong to a unique group that makes up only 3% of the population. Yet, many advisors treat you like any other client—using the same approaches they apply to executives, professionals, or retirees. This is a … Continue reading →
Manufacturer Stuck in the “Neutral Zone”
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 →
Quality of Earnings and Technology Costs
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 →

