Business Succession and Taxes: 6 Common Mistakes

Small business owners need to think through the tax implications that may arise from their succession plan. Before you exit your business, read this helpful guide.

How to Sell Your Business

Wondering how to sell your business? We’ve broken down the steps you should take when creating an exit plan and ultimately moving forward with selling your business.

Business Valuation: What Is My Business Worth

Wondering what your business is worth? Before you start your succession plan or think about how to sell your business, you need a business valuation.

Planning Your Exit Strategy

When should you start planning your exit strategy? If you’re a business owner, your exit path should already be on your mind, no matter how far away it might be.

4 Unforeseen Third-Party Sales Challenges for Small Business Owners

There are four challenges that you could face in pursuing a third-party sale that could cause you to change your mind, and some of them are unexpected.

Whether You Sell Your Business or Not, the Planning Is the Same

There are many things to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process of plannin …

3 Things Business Owners Should Know to Prepare for Third-Party Sales

As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big decisions, and you own the consequences of those decisions, whether they’re good or bad. This attitude is often good and sometimes necessary for the …

Why You Should Include Your Spouse In Key Business Decisions

Sometimes when planning the next chapter in your life, the most important people feel left out. Deciding to transition out of ownership of your business is one of the most important decisions a business owner can make, so it only makes sense to include your loved ones in that planning. How …

Financial Planning Questions & Answers for Small Business Owners

Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.

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