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exit planning

The Costs of Neglecting Exit Planning

As an entrepreneur, you’ve invested countless hours, resources, and passion into building your business. But have you given the same level of attention to planning your exit? Many business owners make the critical mistake of neglecting exit planning, leading to suboptimal outcomes that can derail their financial security and tarnish their legacy.  Below are a

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Why 2025 May Be the Perfect Time for Family-Owned Businesses to Exit

If you are considering selling your lower-middle market business (revenues between $5M-$100M), now may be the perfect time to start preparing. It is reported that 70% of lower-middle market businesses are projected to change hands in the next decade and it’s imperative that business owners are prepared to capitalize.  This is an even greater challenge

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A Cautionary Tale – Why Exit Planning is Essential

Last week, I read about the unexpected passing of the late-30’s CEO of a rapidly growing consumer products company. The CEO’s tragic death left the company grappling with a leadership vacuum and financial instability, illustrating the critical importance of having a robust exit strategy.   Without a predefined exit or succession plan, the company struggled to

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What is Exit Planning and Why Is It Important?

Baby Boomers own two-thirds of U.S. businesses. Over the next decade, these owners will transition out of their businesses—whether they are prepared to or not. Statistics show that only 20%-30% of businesses that go to market actually sell. This leaves 70%-80% of enterprises stranded without solid options for owners to transition their wealth and secure

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