Tag 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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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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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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The Inexperienced Advisor – An Exit Planning Horror Story for Business Owners

This is a cautionary tale for business owners—one that’s “based on a true story.” The facts are real, although the exact sequence of events might raise questions if the IRS were to take a closer look. A small business owner … Continue reading

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