Category Archives: Exit Planning

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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Video on Preparing for Your Exit Plan

I contributed this video interview to SuccessionMatching.com for their recent Summit. It is about the preparation you need to do before starting an actual planning process. Succession Matching has made it available for free for another week. (requires creating a … Continue reading

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Podcast on Exit Planning Choices

I had a nice conversation last week with Pat Ennis of Ennis Legacy Partners and Walter H. Deyhle of Gelman, Rosenberg and Freeman,CPAs, both in Maryland. Thanks for the invitation, Pat! You can listen (25 minutes) here.

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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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