Category Archives: Exit Planning

The Role of a Coach in Exit Planning

Posted on May 19, 2023 by John F. Dini

Defining the role of a coach on your exit planning team doesn’t just happen. Like any other aspect of working with consultants, you need to set expectations upfront. Many advisors like to characterize themselves as the “quarterback” of a transition … Continue reading →

Posted in Entrepreneurship, Exit Options, Exit Planning, Exit Strategies, Leadership, Management | Tagged Baby Boomers, Boomer Bust, business brokerage, business ownership, business planning, business strategy, entrepreneurs, entrepreneurship, Exit Options, exit planning, exit strategies, leadership, management, selling a business, small business, small business advice | Leave a comment

Impressions of Value in Exit Planning

Posted on April 10, 2023 by John F. Dini

Business owners, advisors, and buyers frequently have widely different impressions of value when it comes to a business. The Pepperdine Private Capital Markets Survey canvasses intermediaries who sell privately held Main Street and mid-market companies. One question is about the … Continue reading →

Posted in Building Value, Exit Options, Exit Planning, Exit Strategies, Management, Marketing and Sales | Tagged Baby Boomers, business brokerage, business ownership, business planning, business strategy, entrepreneurs, entrepreneurship, Exit Options, exit planning, exit strategies, leadership, management, selling a business, small business, small business advice | Leave a comment

The GAAP Traps

Posted on March 2, 2023 by John F. Dini

GAAP traps often occur when a business owner sells a company to a third party. The transaction is commonly memorialized by a Purchase Agreement. That agreement contains certain representations (or “reps”) and warranties. Continue reading →

Posted in Entrepreneurship, Exit Planning | Tagged business brokerage, business ownership, business planning, business strategy, exit planning, exit strategies, leadership, management, selling a business, small business, small business advice | 1 Comment

Family Succession Planning: Who Gets the Office?

Posted on January 30, 2023 by John F. Dini

Sometimes the most sensitive question in family succession planning is “Who gets the office?” Dad’s (or Mom’s) office is usually perceived as the center of authority by the employees and other family members. That is where you got called on … Continue reading →

Posted in Exit Options, Exit Planning, Exit Strategies, Leadership | Tagged Baby Boomers, Boomer Bust, business ownership, business planning, business strategy, entrepreneurs, entrepreneurship, Exit Options, exit planning, exit strategies, leadership, management, small business, small business advice | 1 Comment

The Exit Planning Coach Handbook is Out!

Posted on January 16, 2023 by John F. Dini

So excited to announce The Exit Planning Coach Handbook. This represents the assembling of experience in over 12,000 hours of coaching business owners. It was written for advisors but would be useful for anyone who sells to or works with … Continue reading →