Articles Tagged with ''exit planning''

A benchmark company will have a written strategic succession plan.

I'll share the story of my first business exit and what I've learned through my education, certification and evolution in the business of exit planning.

The entire process of exit planning can get bogged down with the technical jargon of accounting, law, tax codes, estate planning, insurance and financial planning.

Last November marked the end of one of the most contentious presidential elections in quite some time.

After long hours and substantial risk-taking, the business owner has created an asset that, if transferred efficiently, could provide financial security for themselves and their families.

A buy/sell agreement is a document drafted between two or more business owners.

The most common exit for roofing contractors is a management buyout (MBO) as there are very few successful sales to competitors or consolidators.

We've discovered that while many advisers claim to be exit planners, they're really transactional advisers.

In the last year, Beacon has seen a rise in company buying and selling activity.