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Exit Planning: A New Year’s Resolution
January 13, 2015 / in Business Strategy, Exit Planning, Sell a Business / by Al Statz
“Expect the best, plan for the worst, and prepare to be surprised.” – Dennis Waitley This is the time of year when many of us decide that we need to change things or accomplish new things, and we set goals at the beginning of the New Year. Quit smoking; lose weight; make more money? How about taking a look at your business this year and begin to prepare it for your exit, which will ultimately …
February Seminars: Maximize the Value of Your Business
January 7, 2015 / in Exit Planning, News, Sell a Business / by Al Statz
Now in its 9th year, Exit Strategies’ Maximizing the Value of Your Business seminar delivers essential and practical information to business owners who would like to sell for top dollar in the next 1-5 years. It is not too early to plan the successful exit you deserve! In this fast-paced workshop, business owners learn … The elements of an effective exit strategy Types of buyers and what they value Business valuation nuts and bolts How …
Your December Checklist for a 2015 Business Sale
December 3, 2014 / in Exit Planning, Sell a Business / by Don Ross
Thinking of selling in 2015? Here are ten actions you can take this month to achieve a higher price in the New Year. Finish 2014 strong. Buyers and their lenders will want to see your last full fiscal year profits on an uptick. Ship and invoice everything you should this month. Resist artificially pushing income into next year to reduce your tax bill. Don’t go nuts prepaying expenses like monthly service contracts, retainers or rent. Review the functional …
Sonoma County Backroad Challenge, May 16, 2015
December 1, 2014 / in News / by Al Statz
The 2015 Sonoma County Backroad Challenge century ride will take place on May 16th in Petaluma, California. Cyclists of all levels enjoy spectacular Sonoma County scenery on one of three fully-supported rides (100 miles, 100 Km and 50 Km) ranging from leisurely to grueling. The acclaimed Backroad Fest takes place after the ride, with local cuisine, cold brews, live music, fun and fellowship until 6 pm. Registration is open: www.backroadchallenge.com The Backroad Challenge is a fundraiser for the Petaluma Sunrise Rotary Foundation. All proceeds …
Your Buy-Sell Agreement – Keep It Current Before It Costs You Money and Grief!
November 26, 2014 / in Buy-Sell Agreements, Exit Planning, Sell a Business / by Exit Strategies
Buy-Sell agreements (BSA’s) are an essential, and often overlooked, element in allowing shareholders to realize the value of their investment in a privately held company. The BSA’s purpose is to a) provide a market for ownership interests, b) establish the price and terms for these interests, c) specify a buy-sell process that is orderly and reasonable, and d) specify financing should a “trigger” event occur. There are several reasons this contract among owners can fail. …
Don’t be a Victim of Seller’s Remorse
November 22, 2014 / in Exit Planning, Sell a Business / by Jim Leonhard
More business owners than you’d think second-guess themselves within a year of selling the business. In my experience as an M&A advisor and business valuation expert, the main reason for the failure of business exits is the seller’s lack of planning on how and when to exit. Too many owners never plan and simply wait until something happens that essentially forces them to sell, such as health issues, marital stresses, poor business conditions, or when “burnout” becomes …
Upcoming Event: Valuing a Business for Estate Purposes
November 17, 2014 / in Business Valuation, News / by Al Statz
Society of California Accountants North Bay Chapter Annual Estate & Trust Update At the Sheraton Sonoma County Click here for enrollment information. My background as a business valuation expert, M&A advisor, corporate development executive and business owner allows me to bring a wealth of knowledge and first-hand experience to closely held and family business owners as they consider their exit options and plan successful ownership transfers. I enjoy educating business owners on these topics, and sharing my expertise with accountants, attorneys, lenders …
Ingredients of a Successful Business Sale
November 10, 2014 / in Exit Planning, Sell a Business / by Al Statz
Going to market when you and your business are ready to sell and market conditions are right provides the best opportunity to maximize results. Let’s look at how these three ingredients combine: You, the Owner The Business itself The Market Having these ingredients come together at the same time requires planning. You can prepare personally and you can prepare your company for sale. You can’t control the market, but you can choose market timing. So, basically, it’s up to …
Is your company an add-on candidate?
November 3, 2014 / in Exit Planning, Sell a Business / by Al Statz
Most business acquisitions by private equity firms have been “add-on” deals lately. In private equity jargon, a large company acquisition is usually a platform acquisition, and a smaller company acquistion is most often an add-on (or “bolt-on”, or “tuck-in”) acquisition. Add-on acquisitions are complementary to and synergistic with an existing platform company held by a private equity firm. Platform acquisitions dominate the headlines and represent most of the dollar volume, but add-ons now represent the majority of …
How Big of a Concern is Confidentiality in Business Sales?
October 27, 2014 / in Sell a Business / by Jim Leonhard
All sellers are rightly concerned about confidentiality of the potential sale of their business during the marketing and due diligence processes. Such concerns, while important, should not deter sellers from casting a wide net in pursuit of selling to the right buyer at the highest price. Having more quality buyer prospects means increasing the likelihood of achieving that goal. Professional business brokers (intermediaries, investment bankers, M&A advisors) have rigorous processes and strict procedures for maintaining …
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
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