The Exit Strategies Newsletter
April 2026
Most business owners at some point in time want to know the value of their privately-held business. Further, many owners who see their ‘exit’ as being many years in the future would like to know what they can do today to improve and grow that value...
The Exit Strategies Newsletter
March 2026
A staggering 87% percent of American businesses are family owned or controlled. These range in size from two-person partnerships to Fortune 500 firms and together they generate 64% of the nation's Gross National Product.
Only about 30% of family-owned business usually survive...
The Exit Strategies Newsletter
February 2026
Many successful business owners try to answer the question ‘how do I get my company to the next level?’. Many owners exhaust themselves and their resources each year, pushing their businesses to perform at higher and higher levels. However, there are a number of ‘truisms’ about...
The Exit Strategies Newsletter
January 2026
When considering a successful exit from your privately held business, it is important to develop a proper ‘exit mindset’. An ‘exit mindset’ is one that encompasses the past, present and future of a businesses’ potential. Sadly, most owners will not allocate the proper time to balance these...
The Exit Strategies Newsletter
December 2025
Owners who start to think about exiting their business often fancy the idea that someone else will certainly want to own their company after them. These owners look at the struggles that they faced to get the business up and running relative to the stability and...
The Exit Strategies Newsletter
November 2025
Business owners who are thinking about the future will often wonder “who will own my business after me?” Owners who consider this issue need to ask a very important question in preparation for a future transition, i.e. “Is My Company Transferable?” In order to answer this question...
The Exit Strategies Newsletter
October 2025
Business owners who are thinking about an exit often-times want to know what challenges they will face in a sale process and whether or not someone else will want to own their business after them. A solid exit planning process includes both personal and business factors to be considered. On the business side...
The Exit Strategies Newsletter
September 2025
Exit planning is a process whereby you, the business owner, are prepared to cash in on your business, take care of your personal goals, and do so in a manner and time period that is accommodative to you and other stakeholders, as well as at a time when you can optimize your...
The Exit Strategies Newsletter
August 2025
Business owners who are thinking about exiting their business will often want to compare their potential exits to other owners who have been through an exit. A potential problem in trying to analyze someone’s exit process is that the results, not the process, are often all that are seen. So, if you see a successfully retired owner who...
The Exit Strategies Newsletter
July 2025
Today’s business owners are becoming more and more aware that preparing their companies for a sale has a lot of benefit to them and their businesses. In fact, with the growing marketplace of ‘exit planners’ – professional advisors who help business owners prepare for a future transition of their business – the number of owners who are doing this form of planning is...
The Exit Strategies Newsletter
June 2025
Successful business owners are unique in their abilities to manage many aspects of their companies, all towards a successful, profitable outcome. In the day-to-day battles and pursuits to advance your company, it is unlikely that you stop to think about its future transition. Despite the fact that you may not be ‘pro-actively’ thinking about the future ownership of...
The Exit Strategies Newsletter
May 2025
As a business owner who may be thinking about planning for your exit in the next two (2) to ten(10) years, it is important to know how your personal and one-time expenses in the business will impact the value that you will receive. Because the sale or transfer of a business is...
The Exit Strategies Newsletter
April 2025
There is an old saying that ‘you cannot manage what you cannot measure’. Therefore, most businesses run on metrics. As business owners, we want to know how much, how soon, how efficient, how productive, how intelligent, and how to measure all of the aspects of our businesses.
The Exit Strategies Newsletter
March 2025
While most business owners focus on the annual profit or cash flow of their business, it is less common devote time and attention to an equally important measurement, your business’ return on investment. . An ROI measurement can help an owner determine whether their business is not only providing them...
The Exit Strategies Newsletter
February 2025
Many baby boomer business owners today are thinking about their retirement and the transition out of their privately held businesses. This newsletter was written to help business owners understand and address the various ways that privately-held businesses can be disrupted during the exit planning process and execution of that plan.
The Exit Strategies Newsletter
January 2025
Most owners of privately-held businesses have the majority of their wealth trapped in their illiquid business. What this means is that without a path to turn the value in your business into cash, your overall wealth will continue to stay concentrated in your ownership of your business.
