Category Archives: Exit Options

Using Waterfalls in Exit Planning

One of the most useful concepts in business planning is that of “waterfalls.” The analogy is apt, if perhaps less than perfect. Think of any outcome anticipated in a contract that is based on an “if…then” situation. It can likely … Continue reading

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San Antonio Business Journal Leadership Trust

I just had my first article published for the San Antonio Business Journal Leadership Trust. Please take a look: https://www.bizjournals.com/sanantonio/news/2019/03/26/planning-your-business-transition-heres-what-you-should-consider.html?iana=cco_landing_news

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The Unplanned Exit

One of the least-heralded benefits of exit planning is preparation for an unplanned exit. In the brokerage business, the reasons driving the listing of a company are known collectively as the Dismal D’s. Some of “Da D’s” are just typical … Continue reading

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Time Frames for Exit Planning

Time frames are one of the most critical, challenging and frightening factors in planning your exit. At the same time, they are one of the most flexible factors in your plan. How can something be this important and still be … Continue reading

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Exit Planning: Controlling Your Choices

Many owners are reluctant to plan for their departure from the business. In some cases it’s because they are too comfortable with ambiguity (see my previous post.) For others it is because they fear losing control. They believe that setting a … Continue reading

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