The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
- Home »
- Business Transition and Exit Planning
Articles tagged: Business Transition and Exit Planning
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. Read More
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. Read More
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. Read More
As Leaders Age and the Unexpected Strikes, Developing a Succession Plan is Mission Critical
The average S&P CEO is 58. Are businesses ready for transition? Developing a succession plan should be on every company’s agenda early on. Read More
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
Banker, Broker or Sell it Yourself: Choosing the Right Method to Sell Your Company
If you don’t know how to sell a small business, you may find resources and expertise in an investment banker or broker, but it can come at a cost. Read More
Breaking Up Is Hard to Do: Surviving a Business Divorce
A business divorce is sometimes inevitable, but it can be avoided. Precautionary measures and written agreements can aid in resolving partnership disputes when they occur. Read More
An Intermediary to Lead the Process: Investment Banker or Business Broker?
The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker? Read More
Small Business Transitions: Semi Retirement for Entrepreneurs
Before small business owner Jan can improve her life and work balance and enter semi retirement, she must prepare her business to run independently. Read More
How to Find the Right Business Buyer for Your Company
What kind of business buyer should you approach to sell your business? Find out where to meet financial, strategic and operator buyers. Read More