Category Archives: Exit Strategies

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 →

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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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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 →

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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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