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Do You Really Need an Audit as Part of Your Exit Planning?

One of the most common questions business owners ask us as we help them prepare for exit is, “Do I need to get audited financial statements?” It’s an important question because the wrong answer can lead to wasted money, greater risk of your exit falling through, or both.

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Why Every Business Owner Needs an Exit Plan

Are you ready to exit your business?

Many business owners are ready to hand over the day-to-day responsibilities of running a company. Far fewer have done the necessary preparation to ensure they can leave their business with financial freedom and a secure legacy. That type of readiness comes from an exit plan.

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13 Things That Will Kill Your Exit Happiness

We believe business owners deserve to exit happily. After all, what is the purpose of working as hard as you do if you never manage to reach your business and personal goals at exit?

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What’s More Important When Selling Your Company: Price or Terms?

Imagine a potential buyer — let’s call them Buyer A — has just offered  $20 million all-cash to acquire your company. Another potential buyer — let’s call them Buyer B — also offers $20 million, but their offer is paid out in equal installments over a period of 10 years.

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Case Study: Larry Legacy Takes a Lesser Offer

This short case study tells the real story of a business owner who intentionally sold his business for millions of dollars less than what he could have received — and why he did it. The key insight that this case study offers is “legacy vetoes price.” (Note: The names and some of the details have been changed and noted with an asterisk* to honor this former client’s confidentiality.)

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