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Exit Planning Insights
Inside the Mind of a CEO
December 8, 2018 / in Business Strategy, Exit Planning / by Al Statz
Of course it’s in a CEO’s DNA to think big, challenge the status quo, set stretch goals and inspire teams to perform to their full potential. So, why did this recent CNN Business article on How power changes the CEO brain catch my attention? Because my wife pointed it out to me Seriously, according to this article, neuroscience researchers have found that those who feel powerful become: more goal-oriented and think more abstractly more optimistic about …
Business Sale Planning – How CPA’s Can Help
November 14, 2018 / in Exit Planning, Sell a Business / by Louis Cionci
Exiting right requires early planning and help from a team of advisors that is often formed by a company’s CPA. In our work as M&A brokers, business owners often come to us emotionally ready to sell but unrealistic about the value and condition of their business. And frequently they are out of time or unwilling to re-position the business for a more lucrative sale. Misconceptions, clouded judgement and lack of planning are all too common. Fortunately, a …
Business Valuations Can Create Value, Not Just Report It!
October 23, 2018 / in Business Valuation, Exit Planning / by Jim Leonhard
I recently completed a valuation engagement for two shareholders of a California manufacturing company who were going through a buy-sell transaction. After the sale, the buying shareholder called to tell me how my valuation report gave him the confidence he needed to complete the purchase, take on debt, and revamp the company’s business plan. Besides making my day, his call made me think about why almost every business owner can benefit from a valuation. When …
A Lease Can Make or Break a Business Deal
October 12, 2018 / in Exit Planning / by Don Ross
The transferability of a commercial property lease can have a direct impact on the potential sale of a brick and mortar business enterprise. Most commercial leases contain restrictions on the tenant’s power to freely transfer or assign the interest in a lease. These restrictions are necessary for the protection of the landlord, providing assurance that any successor of the business and the lease has the financial and legal wherewithal to pay the rent. In rare …
August 21st Seminar: How and When to Exit Your Business for Maximum Value
July 19, 2018 / in Exit Planning, News, Sell a Business / by Al Statz
Are you considering retirement or exiting ownership and wondering if you’re going about it the best way? Will your business sell for maximum value? Please join us for an exclusive, limited-seating breakfast seminar in Roseville on Tuesday August 21, 2018 for business owners contemplating their exit. Learn the ins and outs of successful exit strategies and how to maximize value when you sell. This free, educational seminar is sponsored by Exit Strategies Group and Exchange …
Avoid These 6 Common Deal Breakers in the Business Sale Process
June 20, 2018 / in Exit Planning, Sell a Business / by Adam Wiskind
Finding a willing buyer for your business is worth celebrating, briefly. In my experience, a majority of owner-negotiated “deals” fall apart before reaching the closing table. In this post I will discuss several common deal breakers that I’ve seen, mostly involving differing expectations and poor preparation, and how you can avoid them. But first I want to be sure you know what a Letter of Intent (LOI) is. An LOI is a non-binding agreement between …
Go on Vacation … An exit strategy for small business owners
June 13, 2018 / in Exit Planning, Sell a Business / by Roy Martinez
Do you plan to sell your business in 1-3 years? 3-5 years? 5-10 years? If so, here’s a simple preparedness test. Take a vacation! Ask yourself, “What would happen to my business if I left for a 3-week vacation?” Some scenarios: Business grinds to a halt. Since you do most of the work yourself, when you take a vacation sales drop 50% or more. Outbound selling stops. Like many business owners, you are the main …
Can I Sell My Business (C Corp Stock) Tax Free?
April 25, 2018 / in Exit Planning, Sell a Business / by Al Statz
In some cases yes! Congress has long recognized that small businesses investment is an important driver of the U.S. economy. Back in 1993, to encourage capital investment in small businesses, they created a rule that eliminates federal income tax on some (later revised to all) of the gain on the sale of certain C Corporation stock issued after August 10, 1993. This article introduces the Qualified Small Business Stock (“QSBS”) tax break for business owners who …
May 10th Seminar: How to maximize the value of your business upon exit.
April 17, 2018 / in Exit Planning, News, Sell a Business / by Adam Wiskind
Are you starting to think about retirement, but don’t know how best to transition out of your business? Consider attending a free breakfast seminar hosted by Exit Strategies Group and Exchange Bank on how to maximize the value of your business upon exit. This 1-1/2 hour seminar will answer the following questions: What are the value drivers that determine how much my company is worth? What can I do to prepare my company for sale? …
How Do I Sell My Personal Goodwill?
April 11, 2018 / in Exit Planning, Sell a Business / by Al Statz
The concept of goodwill in a business sale is familiar to most business owners. The more the better, right? Personal goodwill (versus enterprise goodwill) on the other hand is less familiar, and trickier to deal with. If your company is structured as a C-Corporation, you should know about personal goodwill and how its existence could put more money in your pocket when it’s time to sell. Here’s how this works. The C-Corp Dilemma Sellers of C-Corps …
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