Owners love to talk about timing, markets and multiples. But the real driver of a successful transition is far less glamorous ...

The Exit Planning Institute's 2023 National State of Owner Readiness Report, based on surveys of more than 1,100 privately ...

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 ...

Have you considered how your successful business venture will end? It might seem counterintuitive, but planning your business exit strategy from the start can significantly improve your ...

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 ...

For business owners, the decision to exit their company is often one of the most significant moments of their professional and personal lives. Yet many approach this life-altering transition without a ...

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 ...

Creating an exit plan should be a part of your business practice, regardless of what stage of growth your company is in or what type of economic environment exists. Having an exit plan simply means ...

One of the biggest mistakes business owners make is failing to integrate their business exit planning and their personal retirement planning. Rather than tackle the two components as a single holistic ...

(For this month's Vets to Venture article, we partner with Brandon Harris, an M&A Advisor with Graystone International and a U.S. Marine Veteran. Brandon teams up with Adams & Reese Corporate Services ...