Financial Poise

Articles tagged: Business Transition and Exit Planning

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.

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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.

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You Wouldn’t Build a Building Without a Blueprint

You Wouldn’t Build a Building Without a Blueprint: Don’t Draft an Agreement Without a Term Sheet

You would not build a building without a blueprint. The same is true for drafting an agreement: it should not be done without a term sheet.

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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.

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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.

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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.

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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.

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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. […]

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two puzzle pieces poised to connect, representing a de facto merger

When Does an Asset Acquisition Become a De Facto Merger?

Asset acquisitions are presumed to be free and clear of claims against the seller. But liabilities can pass to the buyer, resulting in a de facto merger.

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reps & warranties

Reps & Warranties Insurance: How Does it Protect the Sale Process?

Representations and warranty insurance can speed things along when selling your business, avoiding getting backed up in an escrow nightmare.

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