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. This newsletter...
John Foster
A Good Business versus a Good Investment
When it comes time for a business owner to contemplate an exit from their business, it is important to consider the differences between a ‘good business’ and a ‘good investment’. The next owner of your company will be looking for a ‘good investment’, not just a good...
Some Exit Planning Statistics to Consider
Business owners are well served in understanding the market forces that will likely impact their attempt to successfully exit their business. In 2009, Richard M. Trottier published a ground-breaking book titled Middle Market Strategies. The statistics that are...
An Update on Estate Planning and Owner Exits
According to a recent statistic, 99.8% of US households are not subject to federal estate taxes because they fall below the new estate tax exemption limit of $5.43 million per person, or $10.86 million for a married couple (for the year 2015). The increase in the...
Are You ‘Playing to Win’ or ‘Playing Not To Lose’?
In any competitive endeavor, there are two prevailing mindsets – there are those who are playing to win the ‘game’ and there are those who are playing not to lose. Business owners are playing the game of business. Each player in this game has quite a bit at stake...
The Two (2) Necessary Elements to Any Business Transfer
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...
Charitable Gifting in Exit Transactions
Many business owners consider the wealth that they have accumulated in their businesses not only the product of years of hard work but also the result of blessings and good fortune that others have bestowed upon that owner to help on his/her path to success. And, when...
How Does My Company’s Dependence on Me Impact My Exit Options?
Many owners today are becoming aware that a process exists to help them plan for the exit from their privately-held business. Some of these owners are also beginning to see that the greater amount of dependence that their company has on their individual efforts, the...
Five (5) Truisms About Small Businesses that Hinder Growth and Exit Goals (and how to overcome them)
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...

Are You Building Equity or Income in Your Business?
Many business owners run their businesses based on their current lifestyle needs. However, when you begin to consider who will own your business after you, i.e. your exit from your business, you need to ask yourself whether you are focused on creating a stream of...
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