Category Archives: Life After

Exit Planning – Lifestyle and Legacy

Posted on December 13, 2023 by John F. Dini

Lifestyle and Legacy are two very different types of owner transition objectives. When we ask a client “What do you expect as a result of our exit planning?” the answer may be about the money, the time frame, or the … Continue reading →

Posted in Building Value, Entrepreneurship, Exit Options, Exit Planning, Exit Strategies, Life After | Tagged Baby Boomers, 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

Exit Strategies – The Road Less Traveled

Posted on September 11, 2023 by John F. Dini

The road less traveled is often a misimpression when considering a transition from business ownership. Surveys show that roughly 85% of owners expect their exit to happen via a sale of the business to a third party. A third-party sale … Continue reading →

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

The AI role in Exit Planning

Posted on August 6, 2023 by John F. Dini

Is there an AI role in Exit Planning? The media is packed with stories about Artificial Intelligence. According to the stories, because a smart search engine (which is essentially what a Learning Language Model [LLM] is,) can pass a Bar … Continue reading →

Posted in Building Value, Entrepreneurship, Exit Options, Exit Planning, Exit Strategies, Life After | Tagged Baby Boomers, Boomer Bust, business, business ownership, business strategy, entrepreneurs, entrepreneurship, Exit Options, exit planning, exit strategies, selling a business, small business, small business advice | 2 Comments

Prepared for 2023 – Is This the Year to Exit?

Posted on December 28, 2022 by John F. Dini

What does being prepared for 2023 mean for business owners who are approaching, at, or already beyond normal retirement age? It’s become fashionable to pontificate about the “inevitable” recession in the coming year. There is an argument for not talking … Continue reading →

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

Owner Obstacles to an Exit Plan

Posted on September 27, 2022 by John F. Dini

Owner obstacles to the implementation of an exit plan are often unconscious, but they can be dramatic. Their attachment to the business can be difficult to break. An advisor spends a lot of time and energy developing the vision for … Continue reading →