A business owner cannot replace themselves (succession) until they can clearly envision their financial future (exit plan).

It’s no surprise that in today’s society civil litigation has become an ever-increasing threat to business owners and affluent individuals.

Most owners, whether their business is worth $2 million or $30 million, continue to be stuck in their business until they can clearly see the path to replace their income and maintain their lifestyles.

Most company owners have never exited a business and are unaware that the odds are against them.

To be perfectly fair to their partners, planning for the exit is complicated, especially when the owner is preoccupied with the day-to-day business.

Each of my customers has a story that everyone can learn from.

A benchmark company will have a written strategic succession plan.

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.

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