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 →

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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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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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