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Articles tagged: Business Transition and Exit Planning

Strategic vs. Financial Buyers

Strategic vs. Financial Buyers: Distinctive Ways of Acquiring Businesses

Buyers’ End Game Affects Suitability As an owner considers a sale of a business, it is critical to identify the goals of the transaction, and match those objectives with the most suitable prospective buyer. There are many different kinds of buyers that might be well suited to acquire the business. Buyers are often grouped into […]

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ESOP is it right for you?

Employee Stock Ownership Plans (ESOPs): Meeting Business Succession Objectives

Does Legacy Rate Higher with You, or Pure Profit? Thinking about selling your business? Is maintaining its integrity and mission more important to you than pure profit? Then an Employee Stock Ownership Plan may be something to consider. Some business owners simply want to derive the highest value from the sale of their company, and […]

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Transaction teams for business sales

Assembling the Right Transaction Team: Tips for Selling Your Company Successfully

Many Moving Parts Drive a Sale As you consider selling your company, there are many different topics that, as an owner, you may need to assess. In evaluating whether to sell, an owner’s time and energy can become focused internally, as he or she questions such as whether the appropriate management team exists, whether the […]

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BTEP

Business Transition and Exit Planning: Welcome to the Jungle!

BTEP: Where Should You Start? You are a business owner. You have worked hard, possibly for decades, building your business. You are smart, and the business has been successful, but it is time to move on.  Perhaps you want to retire; maybe you want to try your hand at something new. Regardless of the reason, […]

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advantages of a buy-sell agreement

The Advantages of a Buy-Sell Agreement for Business Transitions

How Do I Love Thee Advantages of a Buy-Sell Agreement? Let Me Count the Ways… Businesses with more than one owner face unique challenges in planning for the future. A buy-sell agreement is an arrangement between business partners to govern potential ownership transitions, including the “four Ds”: death, disability, divorce and disagreement. One of the […]

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Financial Poise Glossary

Accredited Investor Accredited Investors are individuals who are allowed by law to invest in private equity, venture capital, hedge funds, and private placements. Regulation D, Rule 501 of the Securities Act of 1933 defines accredited investor as: (a) an individual (or an individual and their spousal equivalent) whose (joint) net worth exceeds $1 million, excluding […]

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