5. Family Business

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

1. Selling My Business, 2. Exit Strategy and Succession Planning, 3. Value Creation, 5. Family Business / By

Family Business Succession  Are your children ready to take over your business? The answer I usually get is something like “No, she has only been in the business for 10 years, she’s not ready to run a business.” Or, “He will get it eventually, but there is no rush.” Exit planning and succession planning are …

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Sell My Business Now? Wait for the Economy?

1. Selling My Business, 2. Exit Strategy and Succession Planning, 3. Value Creation, 4. Business Valuation, 5. Family Business / By

There is a lot going on out there but designing your exit strategy is more important than ever. “Should I sell my business now?” We have always gotten this question, even more frequently since Covid-19 started. Like with the stock market, business owners too often ride the wave up and assume it will keep rising …

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

2. Exit Strategy and Succession Planning, 3. Value Creation, 5. Family Business, 7. Success! Stories / By

Positioning and Growth for Transition CDA, Inc. is a successful health insurance agency with four decades of focus on the health and well-being of their clients. “As we continue to build business value, I am also preparing my fun, travel and family time.” The Challenge – Planning the Transition Erica was not “running out the …

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