Articles Posted in Exit Planning

The 5 Ds of Business Risk: A Comprehensive Guide
Jay McDaniel

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…

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Smart Business Owners Use Formal Valuations to Build Value
Jay McDaniel

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…

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