Business Succession Resources

3 Benefits of Written Exit Plans (pdf)

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3 Keys to Identifying a Key Employee (pdf)

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Agreement Is Not A Plan (pdf)

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Are You and Your Company Candidates for a Third Party Sale (pdf)

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Avoiding Disasters in Insider Transfers (pdf)

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Avoiding Unwanted Surprises (pdf)

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Balancing Your Goals With Your Family’s Goals in Family Transfers (pdf)

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Bonus Incentive Plans for Employees- Whats the Point (pdf)

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Building Business Value Through Exit Planning (pdf)

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Building Value is the Win-Win-Win of Exit Planning (pdf)

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Business Continuity Instructions_ Guiding Your Family, Even After Death (pdf)

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Business Continuity Planning for Co-Owners (pdf)

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Buying Out Your Partner (pdf)

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Can You Afford To Sell To Your Employees (pdf)

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Characteristics of Bonus Incentive Plans (pdf)

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Creating Value in Your Business to Get Top Dollar When Your Leave It (pdf)

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Dangers of Transferring to Children Without Planning (pdf)

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Death And Taxes vs Preserving Wealth Final Exit (pdf)

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Does Value-Building Equal Exit Planning (pdf)

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Either You Have It, or You Don’t (pdf)

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Elements of a Plan to Sell to Insiders (pdf)

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Equality and Fairness in Transfers to Kids (pdf)

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Essential Business Agreement_ A Business-Continuity Agreement Among Owners (pdf)

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Estate Planning A Small Slice of a Bigger Pie (pdf)

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Estimate of Future Company Cash Flow (pdf)

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Exit Your Business Without Leaving It (pdf)

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Exits Are Inevitable, Failure Is Not- Planning a Successful Exit (pdf)

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Failure to Plan Has a Price (pdf)

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First Things First-Prioritize Your Objectives (pdf)

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For Business Exits, Being Inconsequential Is of Great Consequence (pdf)

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Former Business Owners Express No Regrets About Selling Out (pdf)

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Fraud-Do You Know It When You See It (pdf)

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Handling the Early Stages of Exit Planning (pdf)

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How Does Exit Planning Protect Business Value_ (pdf)

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How Emotion Affects Your Business Exit (pdf)

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How to Increase Your Business’ Value Using Value Drivers (pdf)

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Impact of Value Drivers on Sale Price (pdf)

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Importance of Setting an Exit Date (pdf)

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Improve the Odds for a Successful Third Party Sale (pdf)

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Is Cash Flow Still Important_ (pdf)

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Is Exit Planning Worth the Time and Money (pdf)

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Is the Bank With You or Against You (pdf)

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Knowing Business Value is a Very Good Place to Start (pdf)

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Knowing What You Have to Get What You Need (pdf)

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Looking for Financial Clues to your Exit Readiness (pdf)

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Loss of Key Talent - You The Owner (pdf)

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Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-Sell Agreement (pdf)

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Minimizing Threats to Business Value (pdf)

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My Lawyer Told me Not To Do It (pdf)

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Navigating the Choppy Waters of a Sale to a Third Party (pdf)

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Preparing for the Worst_ Business-Continuity Planning for Sole Owners (pdf)

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Protect Against the Pain of Exiting Your Business (pdf)

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Race Against Time (pdf)

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Selecting Your Exit Goals (pdf)

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Setting Exit Goals for the New Year (pdf)

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So You’re Never Leaving…Got A Plan For That_ (pdf)

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Sticking a Toe (or Two) in the Exit Planning Pool (pdf)

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Top Excuses Owners Use to Avoid Exit Planning (pdf)

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Two-Pronged Approach to Exit Planning (pdf)

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Unforeseen Challenges to Third-Party Sales (pdf)

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Unintended Consequences (pdf)

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Value Doesn’t Grow On Trees…Or Does It_ (pdf)

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What Could Go Wrong When Transferring Ownership to Employees (pdf)

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What Does Your Business Value Tell You (pdf)

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What Is Your Business Really Worth (pdf)

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What To Expect From A Buyer (pdf)

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What’s So Important About Planning (pdf)

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When Key Employees Stall Your Exit (pdf)

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Where’s the Incentive in Your Incentive Plan (pdf)

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Which Comes First_ Estate Planning or Exit Planning_ (pdf)

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Why Exit Planning Why Now (pdf)

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Why Owners Choose Not To Sell (pdf)

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Why Setting Goals Is Important, Even If They Change (pdf)

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Your Exit Timeline (pdf)

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