Accelerating growth, increasing profit, and maximizing company value.


Many advisors to business owners think a sale to key employees is a great option for companies that don’t reach the “sale to third party” threshold. Typically, they define this threshold as the point at which a business can be sold for (largely) cash. Depending on a variety of factors, this threshold is usually around […]

Business Goals, Business Growth, Exit Planning

Why Owners Want to Sell to Their Employees

December 23, 2022

“My investment advisor suggested that I sell my company to an ESOP. Is that a good idea?” “My estate planning attorney recommended that I begin giving my business to my children. What do you think?” “I’m getting tired of running my business every day. My accountant thinks a sale to a third party is a […]

Business Goals, Business Growth, Exit Planning

Using Exit Planning Advisors

December 13, 2022

Building a business is challenging enough as it is. With the right Advisor Team, you can focus on business challenges while your advisors create strategies that help you compound your success in the future. But how do you build an Advisor Team that works for you instead of against each other? Consider the story of […]

Business Goals, Business Growth, Family Business

Building an Advisor Team That Works for You (Not Against Each Other)

November 29, 2022

Success is rarely linear. As a business owner, it’s important to both acknowledge that fact and create plans that can provide short-term results while having long-term impacts. Today, we’ll show you four areas in which strong planning and realistic goals can position you to achieve more success in the coming year. 1. Building strong management […]

Business Goals, Business Growth, Family Business

4 Improvements That Can Position Owners for Greater Success

April 26, 2022

It’s interesting how many times what I do is confused with a Business Broker. People hear Exit Planner and they assume I help them sell their business. Well, I do and I don’t. In this 4 minute video, I break down exactly what Exit Planning is and why it’s vital to your successful transition out […]

Business Goals, Exit Planning, Family Business

What is Exit Planning

April 4, 2022

Why Specific Goals Should Also Be Fuzzy

A longstanding mantra for successful business planning is to create specific goals. However, there is such a thing as being overly specific in your goals to the detriment of other things that matter to you. I want to talk about how adding fuzziness to specific goals can make your business planning strategies more fulfilling.

Business Goals

Why Specific Goals Should Also Be Fuzzy

March 7, 2022

“12 Questions Your Business Must Answer To Prepare For Exit”

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