In our conclusion to our series on exiting your business, we’ll discuss the option to sell stakes to partners. You can read our strategy overview in our original post or learn more specifics about passing your company on to a family member, using ESOPs, selling to a third-party, and manager buyouts.  For business owners with partners, the option to sell stakes to ...

This week, we’ll give a brief overview of one of the most common options for transitioning out of your business: selling to a third party. Keep checking in throughout March for more articles about exiting your business! When you don’t have a family member or employee who is prepared to or interested in buying your company, ...

Practicing gratitude may not be a common habit, but without gratitude, life is more challenging than it needs to be. Feeling grateful resets your perspective, and this is a gift you can give yourself each day. During these days of perhaps feeling isolated – you may find yourself feeling pessimistic or overwhelmed, a little gratitude ...

Transitioning and exiting business owners have many tough decisions to make. In addition to the often emotional process of actually leaving your company, you must also prioritize creating the smoothest possible transition for partners, employees, your family, and yourself.  If you’re new to the world of being a business owner, it’s hard to think about the ...

Protecting your business for the long-term is a major priority. It drives business owners to constantly strive for new ways to save, invest, and forge client relationships that help fortify the company.  Unfortunately, there are elements of the market that are out of control. While we can’t control every factor that could affect our clients, the ...