How Exit-Planning Advisers Can Better Serve Small And Medium Businesses

Many owners of SME are unprepared, unaware and under‑advised when it comes to exit. Advisers who close these gaps can create enormous value.

The Exit Question Home Care Founders Avoid—And Why It’s Costing Them Options

For many home care founders, exit planning feels like something to think about later. The day-to-day realities of staffing, ...
Oregon Business

What is Exit Strategy Planning?

Business owners often put their life’s work into growing their business, taking immense pride in building an enduring legacy for their families and the many stakeholders involved along the journey.
Berkshire Eagle

8 things to know about 'exit planning' and why you should do it if you own a business

In May 2024, Lauren Beckett, CFP, CVB, CEPA, FPQP, and I attended another Exit Planning Summit, hosted by the Exit Planning Institute (EPI). Of the alphabet salad following Lauren’s name, she and I ...
The Business Journals

Why every business needs an exit plan—and what exit planning includes

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Exit planning is essential for every business owner—not ...
JD Supra

Business Owner’s Guide: Plan Your Exit

As America’s largest generation approaches retirement age, we are seeing an influx of business owners looking for an exit ramp. Curiously, we are also seeing business owners of younger generations ...
NH Business Review

The 5 steps of exit planning

Most entrepreneurs start their business based on a passion or a great idea and get busy working in the business. That’s the fun part of business and the immediate reward for your having vision, taking ...
Contractor

Why Plumbing Companies Fail to Sell and Tips to Create a Working Exit Plan

In the United States, 8 out of every 10 businesses will never sell because their owners have not prepared the companies for ...
Accounting Today

How to build a successful exit planning practice

There is an opportunity in the marketplace to develop a profitable practice in exit planning. Countless books and articles on exit planning highlight today’s ideal conditions for advisors: the aging ...
Fleet Owner

Exit planning: Five critical factors

If you own a fleet operation and have a business plan, that plan should include an exit strategy. A well-written exit plan defines exactly how the owner will be paid for their sweat equity at a ...
The Business Journals

Planning your exit: The key to a smooth business transition

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...
BizTech Magazine

Financial Services Institutions Need a Cloud Exit Plan

Reliance on a few vendors isn’t as risky as it used to be, so long as organizations continue to assess alternatives.