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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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Tag 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 →
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 →
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Goals and Resolutions
Businesses set goals. These can be budgetary, operational, recruiting, sales or profit oriented. Individuals make resolutions. Continue reading →
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What is “Holistic” Planning?
Financial planners use the term “holistic planning” frequently. It’s meant to indicate that they consider the client’s short- and long-term life goals and the future they visualize. According to Fidelity Investments Holistic Wealth Planning is continuous and considers two dozen … Continue reading →


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