Family Business Transfer Conversations - Talking with Your Adult Children About Succession Planning

Family Business Succession  Are your children ready to take…

What is The Value Track?

My Business is Worth HOW MUCH?!?! The Problem When we present…

Exit Planning / Succession Planning - a Team Sport

Exit and Succession Planning is a Team Sport We have advisors…

The Value Track: Exit - Succession Planning / Generation to Generation - A Client Case Study: CDA, Inc.

Positioning and Growth for Transition CDA, Inc. is a successful…

In your 50s, 60s or 70s Without an Exit Plan?

I hear it more and more coming from Baby Boomers. This question…

Breadth of Business Exit Planning / Succession Planning Options - Real Client Examples

In my blog post on Exit Planning and Succession Planning Options,…

How to Ensure That Your Business Will NOT Grow

"Procrastinate now, don't put it off" ~ Ellen DeGeneres Ah,…

Ugh! No! Written Procedures? The Most Dreaded Driver of Business Value that You Need to Address

Written Procedures - Don't leave money on the table in your exit…

Exit / Succession Planning – Many Options for Business Exit Structure

How Can I Leave Thee – Let Me Count the Ways It is not simply…

Exit / Succession Planning - TRANSFERABLE Value Drivers

Understanding TRANSFERABLE Value and Value Drivers First, let's…