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Navigating the Legal Aspects of Selling a Business

Selling a business is one of the most important milestones for an owner, and while financial considerations often take center stage, the legal aspects of the transaction are equally critical. Overlooking key legal issues can delay or even derail a sale, while careful preparation helps protect the value you’ve built and ensures a smoother process. […]

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Growth Strategies Before an Exit: How to Increase Business Value

Selling a business is one of the most significant milestones for an owner, and timing isn’t the only factor that determines success. Equally important is the value your business demonstrates to potential buyers. By focusing on strategic growth initiatives before going to market, you can increase your company’s attractiveness and command a stronger valuation. Here […]

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How Involved Should You Be in Exit Planning?

A big hurdle that business owners struggle to get over when creating an Exit Plan is, “I don’t have enough time to do all that.”   On its surface, it’s an intuitive argument. Planning for a business exit is indeed a lot of work. It’s complex. It can take years. So, how do business owners find […]

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No Exit Plan? What’s the Worst That Can Happen?

When you’re running a successful business, creating a plan for your eventual exit may be the last thing on your mind.   “I have way too many responsibilities for that right now.”   “I’ll start thinking about that when I’m closer to retirement.”  “I’m in a good spot right now, so it’ll all end up being okay.”  […]

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How Interest Rates Impact M&A: What Business Owners Should Know

Whether you’re actively preparing to sell or simply keeping an eye on the market, understanding how interest rate fluctuations influence deal activity is key to making optimal decisions. The Cost of Capital When interest rates rise, borrowing becomes more expensive. This affects buyers, especially private equity firms and other investors who rely on debt financing […]

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The Missing Link: Business Continuity Instructions

Many business owners are missing a crucial link between their time as business owners and their time after owning their businesses. This missing link is called Business Continuity Instructions, and it could be the difference between the success and failure of your ownership journey.   Today, we’ll look at what Business Continuity Instructions are, why they’re […]

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Asset Protection: The Understated Side Of Growth

For many business owners, business growth is the main area of focus. However, asset protection and retention are elements of business growth that don’t always get the same limelight as growth strategies. When it comes to planning for a successful future, incorporating strategies that position you to protect your assets and retain the things that […]

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Preparing for Due Diligence: How to Avoid Surprises During the M&A Process

One of the most intensive stages of the M&A process is due diligence. This is when potential buyers take a deep dive into your business’s financial, legal, operational, and commercial records to verify the information presented and uncover any potential risks. Being well-prepared for due diligence not only builds buyer confidence but also shortens the […]

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Defeating Boredom in Retirement

Many people have a romantic view of what retirement looks like. Beaches, cruises, road trips, sitting next to a pool with no responsibilities—in reality, many business owners struggle in retirement because they don’t know what to do with all their free time.   Let’s look at an example of what one successful business owner had to […]

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Building Your Mastermind Group Of Business Owners

In a recent article, we discussed how working with an Advisor Team can help you find answers to challenging business questions. In addition to your Advisor Team, you may find it valuable to build a group of business owners with whom you can uncover strategies and ideas for pursuing a successful future.   Let’s look at […]

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Understanding Buyer Types: Strategic vs. Financial Buyers

When preparing to sell your business, understanding the different types of potential buyers is essential. The two primary categories, strategic and financial buyers, have distinct motivations, approaches, and expectations. Knowing the differences can help you tailor your strategy and maximize value. Strategic Buyers Strategic buyers are companies—often competitors, suppliers, or firms in adjacent markets—looking to […]

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