Articles Posted in Exit Planning

Key Takeaways Introduction: Understanding the 5 Ds Most business owners focus on growth, profits, and market expansion. Few take time to consider the potential risks that could derail everything they’ve built. The Exit Planning Institute (EPI) has identified five critical risk factors that every business must prepare for—known as the 5 Ds: These unplanned events…

Key Takeaways Family businesses are the bedrock of economies.  They weave together the strength of familial bonds with the drive of entrepreneurial spirit.  Yet, these enterprises confront unique hurdles that complicate governance and endanger longevity. Recognizing and addressing these complexities becomes paramount for sustaining a thriving family legacy. I am a lawyer, a certified valuation…

You own a business. You’re deeply familiar with your company’s day-to-day operations, challenges, and triumphs. You have invested your time, energy, and resources into its success. You may have a rough estimate of what it is worth, guided by your years of experience, what you know of your industry, what you hear on the grapevine…