Category Archives: Exit Strategies

What is “Holistic” Planning?

Posted on March 28, 2025 by John F. Dini

Financial planners use the term “holistic planning” frequently. It’s meant to indicate that they consider the client’s short- and long-term life goals and the future they visualize. According to Fidelity Investments Holistic Wealth Planning is continuous and considers two dozen … Continue reading →

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

Battling Assets

Posted on February 1, 2025 by John F. Dini

Occasionally, we run into what I call “Battling Assets.” That is when an owner is drawing a comfortable income from the business, but it is arranged in a way that denigrates the business value, the value of the asset, or … Continue reading →

Posted in Building Value, Exit Planning, Exit Strategies, Management | Tagged business ownership, business planning, business strategy, entrepreneurs, entrepreneurship, exit planning, exit strategies, leadership, management, selling a business, small business, small business advice | 1 Comment

Purpose – Life After the Sale Part 3

Posted on December 27, 2024 by John F. Dini

The third component of life after the sale is Purpose – “Having as one’s intention or objective.” Many exit planning advisors discuss the three legs of the exit planning stool – business readiness, financial readiness, and personal readiness. In our … Continue reading →

Posted in Exit Options, Exit Planning, Exit Strategies, Life After | Tagged business ownership, business planning, business strategy, entrepreneurs, entrepreneurship, Exit Options, exit planning, exit strategies, leadership, management, selling a business, small business, small business advice | 2 Comments

What is an Exit Plan?

Posted on November 27, 2024 by John F. Dini

“What is an Exit Plan” is an article I wrote ten years ago. It was just brought to my attention and I realized I never posted it to Awake for some reason. Here, with some updating, we celebrate its 10th … Continue reading →

Posted in Building Value, Exit Options, Exit Planning, Exit Strategies | Tagged Baby Boomers, Boomer Bust, business ownership, business planning, business strategy, entrepreneurs, entrepreneurship, Exit Options, exit planning, exit strategies, selling a business, small business, small business advice | Leave a comment

Cash Flow Normalization

Posted on October 8, 2024 by John F. Dini

Cash flow normalization is done with the intention of identifying Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) or Seller’s Discretionary Earnings (SDE). These differing measures are not interchangeable, but are used by different classes of buyers for different categories … Continue reading →