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 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, …
Read More »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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