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Articles tagged: Business Transition and Exit Planning

Reading and Writing a Letter of Intent

Think of the LOI as akin to a father asking his daughter’s date, “What are your intentions with my daughter, young man?” but doesn’t have to be that intimidating.

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Employee-Owned Companies

The Benefits of an ESOP Transaction for the Seller and Company

Selling your company? Retain employees, eliminate tax burdens, and ensure future company growth by utilizing an ESOP transaction.

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Family Business Transition

The Good, the Bad and the Ugly of Family Business Transitions and Exit Planning

Usher in the good and avoid the bad—or ugly—in family business exit planning by following these strategies during a transition.

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Art of Business Valuation

Business Valuation Is More Art Than Science

Business valuation professionals approach valuation methods with subjectivity, which requires special consideration when determining value.

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Management Succession Planning

How to Plan for Management Succession

Planning for management succession is easier once you know your company’s business objectives and talent needs.

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Family business succession

Structure is the Key to Stronger Family Business Succession Planning

Unorganized family structure can lead to failed business transitions. A successful family business succession plan requires clear roles.

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Protecting Your Business in Even of Death

What is a Buy-Sell Agreement? Protecting Your Business in Event of Death, Disability, Divorce or Disagreement

A buy-sell agreement can protect your company’s ownership shares in the event of an owner or partner’s voluntary or involuntary departure.

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Hiring an Investment Banker

6 Considerations for Business Owners When Hiring 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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Succession Planning

How Strong is Your Business Succession Plan?

When building your business succession plan, commitment to organizational depth and strength are key. Avoid making these common mistakes.

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