Tag Archives: exit strategies

The Role of a Coach in Exit Planning

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 , , , , , , , , , , , , , , , | Leave a comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Impressions of Value in Exit Planning

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 , , , , , , , , , , , , , , | Leave a comment

Leave a Reply

Your email address will not be published. Required fields are marked *

The GAAP Traps

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 , , , , , , , , , , | 1 Comment

One Response to The GAAP Traps

  1. JT Knight says:

    All true. It seems having a top corporate CPA literally audit their books as if it were public is a best practice.

Leave a Reply

Your email address will not be published. Required fields are marked *

Family Succession Planning: Who Gets the Office?

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 , , , , , , , , , , , , , | 1 Comment

One Response to Family Succession Planning: Who Gets the Office?

  1. Holland vanValkenburgh says:

    Well stated

Leave a Reply

Your email address will not be published. Required fields are marked *

The Exit Planning Coach Handbook is Out!

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

Posted in Exit Planning | Tagged , , , , , , , | Leave a comment

Leave a Reply

Your email address will not be published. Required fields are marked *