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3 Keys to Identifying a “Key” Employee
This article covers insights pertaining to the unique traits key employees possess, and how to spot them immediately when hiring or looking to delegate more responsibility. It depicts key attributes and moreover what those individuals look for in their careers and employers. Key employee incentive...
October 12, 2016
Whitepaper
Transferring Wealth To Children
In their desire to pass wealth to children, business owners are no different than non-business-owning parents. Business owners are different, however, in the tools they can use to transfer wealth. Whether you own a business or not, the fundamental questions are the same: Business owners...
May 23, 2016
Blog
Creating Value in Your Business to Get Top Dollar When You Leave It
Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What do buyers look for in a prospective business acquisition? There are many opinions about what attributes or...
April 28, 2016
Whitepaper
Transferring Your Company to Key Employees
Owners wishing to sell their businesses to management, (key employees), face one unpleasant fact: their employees have no money. Nor can they borrow any—at least not in sufficient quantity to cash out the owner. As a result, each transfer method described in this White Paper...
April 15, 2016
Blog
Death and Taxes vs. Preserving Wealth – The Final Exit Planning Contest
Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners to avoid taxes and achieve financial security. Read on. The ideal Exit Plan (one that provides the business exit you desire) includes a strategy to help you...
April 14, 2016
Blog
What Every Early Stage Company Should Know About Common Stock Valuations
Prior to 2004, it was common practice to set the fair market value of common stock for purposes of setting option exercise prices by loosely estimating an appropriate discount from the price of recently issued preferred stock. The discount to the most recent preferred stock...
March 30, 2016
Blog
Elements of a Plan to Sell to Insiders
Today we discuss the essential elements of a plan owners use to transfer a business to insiders (with the help of skilled advisors) that keeps the owner in control until he or she is paid the sale price. If you suspect that the children, key...
March 24, 2016
Blog
Value Drivers
Let’s talk about transferable value: the value buyers look for and pay for when making acquisitions. Value drivers increase transferable value if they contribute to cash flow both during and after the original owner’s tenure. Determining how to increase transferable value is the owner’s job. But...
February 17, 2016
Blog
Retiring Boomers: The Good, the Bad, and the Opportunities
The Good It has been discussed for a decade now; the huge bubble of people born after WWII until the middle of the 60’s is quickly approaching retirement. You’ve heard the numbers; Those rumblings you hear could be an avalanche of Boomer sellers of unheard...
January 12, 2016