8. Thoughts for Financial Advisors

Our Client’s Personal Balance Sheet – Optimizing Business Value

A few thoughts for financial advisors… Business Value as a Benchmark for Growth When you put together your client’s balance sheet of personal and business assets for planning purposes, the value of their business is so often the biggest number – their most valuable asset by far. But, what do we do with that number? […]

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How Exit Planning & Succession Planning Will Make You More Profitable TODAY!

“Procrastination is the art of keeping up with yesterday.” ~ Don Marquis Are you really going to be able to exit when you want to? So many of you are depending on your business to fund your retirement. But are you ready? Is the business ready? How are you going to make your business stand

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Make Yourself Irrelevant – Maximizing Value for Exit Planning

Make Yourself Irrelevant – Maximizing Value for Exit Planning   There are many ways to build the value of your business over time. In this blog, I discuss working yourself out of your day-to-day role.   You want to exit at some point, you want to maximize what you get for your business. Exit planning

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Business Merger – Strategic Growth Tool and an Exit Strategy

BUSINESS MERGER SUCCESS A Strategic Growth Tool and an Exit Strategy A bold move! You tend to work day to day in your business. You are doing good things, addressing problems, looking for that next customer. Hopefully, you have a business plan in place that you are using as a guide to value growth. But,

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WHAT IS YOUR BUSINESS WORTH? Business Valuation

WHAT IS YOUR BUSINESS WORTH? Business Valuation is not an exact science! You are not going to work forever. You may have a date in mind but aren’t sure how to make it happen – how to retire and maintain your lifestyle. Do you have an exit strategy? What about succession planning? See: Nine Ways

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