Business Valuation – Why It’s Critical to the Exit Planning Process

Everyone knows that having a clear plan is necessary for businesses to grow and thrive. Not everyone knows that having an exit plan is also a vital part of a business’ success – especially when the owner wants to exit on his/her own terms. Accomplishing your personal, financial, income and estate planning goals is a …

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How Will the Tax Cuts and Jobs Act Affect Your Business?

I’m in the exit planning business, but as a CPA operating my own firm for more than four decades, I find that business owners have many questions about the consequences of the Tax Cuts and Jobs Act bill. I believe the following details will be helpful in clarifying some important ways in which it may …

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Exit Planning With a Peer Advisory Board Offers Exclusive Benefits

Successfully exiting your business will likely prove to be the single largest financial transaction of your life – and a transition you’ll want to accomplish on your own terms. But planning for this event is a complex process. Through decades of working with business owners, exit planning strategy expert, Bob Zarlengo, understands the value of …

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Maximizing and Protecting Business Value

You’re an entrepreneur. You had a dream and a vision for your business and made it a reality. It’s your passion and you’ve worked hard for years to make it successful. But eventually, you’ll leave that business – voluntarily or otherwise. You want your exit to be as carefully planned and executed as all your …

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Bob Zarlengo to Speak at PSA TEC in March, 2018

Bob Zarlengo will be speaking at the PSA TEC 2018 Conference in Denver. TEC, presented by PSA Security Network, is the premier education and networking event for all professional systems integrators. TEC features industry leading education and certification programs, networking, and dedicated exhibit hours designed to advance the skills and expertise of industry professionals nationwide. Bob will be speaking …

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6 Strategies for Transferring Ownership to an Insider

Last month, I presented the tax implications of the six strategies of ownership transfer at the BEI 2017 National Exit Planning Conference. Ownership transfer can be filled with complexities, but once you’ve considered your exit planning options and have decided to transfer ownership of your company to an insider, the next step is to identify …

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Exit Planning Options: Transferring Ownership to an Insider

Exit planning is a necessary part of the overall strategic planning process for privately-owned companies. It will not only be the largest financial transaction of a business owner’s life, exit planning places your company in the best possible position once you leave. One of the most significant factors to consider is how, and to whom, …

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Put the “Chevy” Into Your Exit Plan

As a small-to-midsize business owner, you know that one day – whether planned for or not – you will exit your business. The exit planning process brings what I call “FAT” (Focus, Accountability and Timing) into the process. It’s simply a roadmap of your objectives, and allows you to better understand the value of your …

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Ensuring Your Exit Planning Success

Successfully exiting your business will likely be the single largest financial transaction of your life. If you are planning to retire, sell your business, or transition your business to an insider at any point in the future, there is success in numbers. Bob Zarlengo, president of RJZ Inc., a strategic exit planning company, is assembling …

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