Does Value Planning Equal Exit Planning?

Business owners often ask: What is exit planning? And how does it differ from value planning or even value building? Exit Planning Exit planning is a […]

I’ve spent decades building my business, and now I’m finally ready to begin the next chapter by selling it. I’ve already had a professional valuation completed […]

As a business owner, I’m focused every day on keeping things running—solving customer problems, managing employees, dealing with vendors, and putting out fires. With everything on […]

One of the most important—and often underestimated—steps in any successful merger and acquisition (M&A) process is the creation of a targeted list of potential buyers.

And How to Answer Them with Confidence. Selling a business is a major life and financial decision. Whether you’re retiring, moving on to your next venture, […]

No two businesses are alike. And that’s exactly what makes yours valuable. Your story—built over years of hard work—is what separates you from the competition. It’s […]

I recently spoke at an M&A conference about the role of marketing materials in business sales, emphasizing a crucial yet often overlooked principle: “Going Ugly Early”. […]

First, what is a Search Funder? A Search Funder is an entrepreneur who seeks to acquire and manage an existing business rather than starting one from […]

Over the years, the role of an M&A advisor has been given many titles—broker, investment banker, business broker, and more. But as I sat watching the […]