Category Archives: Exit Planning

Avoiding the 75%: Why So Many Owners Regret Selling Their Business

If you’re planning to sell your business someday, here’s a statistic worth sitting with: research from the Exit Planning Institute and PwC found that 75% of business owners feel “unhappy” or “profoundly unhappy” one year after exiting their company. Three … Continue reading

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What’s Your Business Really Worth? (Probably Not What You Think)

If someone asked you right now what your business is worth, you’d probably answer fast, and with total confidence. That number’s likely made its way into conversations with your banker, onto a personal financial statement, maybe even into a retirement … Continue reading

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Exit Planning: If Not Now, When?

You’ve probably said it yourself: “Talk to me in five years.” It’s the most common response advisors hear — and it makes sense. You’re heads-down building, not winding down. Exit planning feels like a conversation for later. The business is … Continue reading

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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

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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

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