
Why Your Wealth Manager Needs to Be in the Room Before You Sell
For most owners, their company can represent around 80% of their total net worth (Exit Planning Institutes 2023 National State of Owner Readiness Report). That

For most owners, their company can represent around 80% of their total net worth (Exit Planning Institutes 2023 National State of Owner Readiness Report). That

When you have spent decades building a company, you understandably want a clean break and a full payout on closing day. But dismissing the idea

A recent survey by BNY found that over a third of private business owners consider negotiating a fair price their biggest hurdle. This makes perfect

The short answer is yes, or at least it can, but probably not for the reasons you might think. Recent data from BizBuySell shows that

We are looking at recent data that shows nearly half of the people currently looking to buy a business are corporate refugees. Specifically, about 44

According to recent data, only about 20% to 30% of privately held businesses listed for sale actually close a transaction within twelve months (45dayexit.com business

When owners start preparing for an exit, the conversation generally starts with the purchase price following a valuation. This makes sense because that is the

Whether you plan to sell to an outside buyer, pass the torch to a family member, or transition ownership to a longtime employee, you will

If you are like most small business owners, your wealth isn’t sitting in a diversified stock portfolio or a 401k. It is sitting right in

When you start thinking about an exit, your first instinct is usually to look at the numbers. You check your revenue, your profit margins, and