Business Value Is More Than a Measuring Stick

by | Dec 16, 2025 | Newsletter

Is it possible for a $5 million business to be more valuable than a $15 million business? Let’s look at a fictional but representative story to show how a larger valuation doesn’t always mean that the company is in the right position for you...

Nepo Baby Business Planning

by | Nov 18, 2025 | Newsletter

The sense of pride in building a business and keeping it in the family can be a huge motivator for business owners. But transferring a business to children for its own sake can have consequential risks for your future, your business, and your legacy.   If one of...

What Does Your Exit Map Look Like?

by | Nov 11, 2025 | Newsletter

Most business owners have never exited their businesses before. Just like taking a big trip to a new place requires good planning to truly enjoy it, so too does a successful business exit.   While the details will certainly differ based on your unique...

Logic vs. Legacy in Exit Planning

by | Oct 24, 2025 | Newsletter

When planning for your eventual business exit, achieving financial security is the most important goal. But what happens when the emotional side of planning an exit—namely, ensuring your legacy—conflicts with that most important goal?  Let’s look at a fictional but...

Which Calculated Risks Should You Consider?

by | Oct 9, 2025 | Newsletter

Minimizing risks is a goal that many business owners have. But sometimes, there are instances where taking calculated risks becomes a necessity, especially when you are planning for your eventual business exit.   Let’s look at three calculated risks that you may...