Financial Poise

Articles tagged: Business Transition and Exit Planning

A building frame, symbolizing the 5 Legal M&A Deal Structures in business

A Visual Guide to the 5 Legal M&A Deal Structures 

There are five basic M&A deal structures, including four share acquisition methods and one asset acquisition method. What are the benefits of each structure?

Read More
letter of intent

When Should a Seller Sign a Letter of Intent?

Buyers and Sellers have differing interests in signing a Letter of Intent. But, the seller will not proceed with the business transaction without one.

Read More
A prospective businessman inspects a building with purchase agreement essentials in mind.

Purchase Agreement Essentials: Boilerplate Provisions Terminology

In a purchase agreement, boilerplate provisions clarify the terms of the contract, who has contractual rights and how disputes are handled.

Read More
How Ownership Structure Influences your Exit

How Ownership Structure Influences Your Exit

The way ownership of a business is structured can influence your exit and transition planning. Understand how you should approach exiting in a multi-owner company.

Read More
Leadership succession planning

It’s Never Too Early to Start Leadership Succession Planning

Leadership succession planning should not wait until the business needs a shake up. Develop talent and leaders in good times and bad.

Read More
Business for sale

Business Transition and Exit Planning: Welcome to the Jungle!

You want to sell your business but you have questions. Sure, you are smart but you have never sold a business before.

Read More
Planning your exit strategy

Reaching Graduate Level: Eliminating Business Owner Dependence

All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.

Read More
hire an investment banker

How to Pick an Investment Banker

When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.

Read More
Happy employees planning their ESOP benefits

ESOP: Tax Advantages of an Employee Stock Ownership Plan

How ESOPs Differ From 401(k)s An employee stock ownership plan (ESOP) offers a range of attractive benefits for a sponsor company and its owners and employees. Both provide retirement benefits. […]

Read More
1 2 3
>