Broker Check

Blog

Educated writing with a touch of irreverence.

Monday, June 24, 2019

No one wants to spend money on something they don’t need. So why do you need an estimate of your company’s value when you don’t expect to leave for several or many years? You may not — if you fall into one of...

Sunday, June 23, 2019

For many owners, the answer to one question determines whether they can leave their companies: “How much money will I get when I sell?” This question is critical, and answering it is Step Two of The Seven Step Exit...

Friday, June 21, 2019

Planning for major events can sometimes cause a sense of dread. Whether it’s planning a honeymoon, a long family trip, or a business exit, it’s easy to say, “I’ll do it later, when I’m less busy.”...

Thursday, June 20, 2019

James Keefe sat nervously in his Exit Planning Advisor’s office. Until the day before, he had been president of Keefe Automotive Sales, one of the region’s largest new car dealerships. Now he was out of a job and felt he...

Wednesday, June 19, 2019

Many business owners are used to having as much control over how the business functions as possible. They make themselves the go-to person for big decisions, whether they are right or wrong, and own the consequences of those decisions,...

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Wednesday, June 19, 2019

Business owners commonly associate Exit Planning with estate planning, and they aren’t too far off. Good Exit Plans and estate plans both aim to assure that the owner’s family is provided for after the owner is gone. Both...

Tuesday, June 18, 2019

For many small-to-mid-market business owners, there are few things more important than maintaining control of the company, minimizing risks for the company, and rewarding the employees that make the company successful. Ownership...