Business Exit Planners - Archived Issues of our Exit Planning Newsletter

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Archived Issues

Issue 143 - Should I Sell My Business Now? Being Aware of the M&A Market Important to Successful Business Sale

Issue 142 - Should I Sell My Business Now? Reviewing Objective Conditions Important to Successful Business Sale

Issue 141 - Should I Sell My Business Now? Examine Your Personal Motives First to Determine Your Readiness: Part Two

Issue 139 - Should I Sell My Business Now? Examine Your Personal Motives First to Determine Your Readiness: Part One

Issue 139 - Should I Sell My Business Now? Personal Motives and Business Conditions to Consider when Exiting a Business

Issue 138 - Succession Planning vs. Exit Planning

Issue 137 - How Can I Minimize Estate Taxes?

Issue 136 - How Can I Help Preserve My Assets from the Claims of Creditors During My Lifetime and at My Death?

Issue 135 - Why Should I Use My Business to Fuel the Growth of My Estate Outside My Business Interest?

Issue 134 - How Can I Provide for an Equitable Distribution of My Estate Among My Children? – Part Two

Issue 133 - Estate Planning for Business Owners and Their Families: How Can I Provide for an Equitable Distribution of My Estate Among My Children? – Part One

Issue 132 - Estate Planning for Business Owners and Their Families: Addressing Six Critical Questions

Issue 131 - Value Drivers: Developing Financial Controls to help Manage your Business

Issue 130 - Value Drivers: Establishing Realistic Growth Strategies

Issue 129 - Value Drivers: Establishing a Diversified Customer Base

Issue 128 - Value Drivers: Building Reliable Systems Designed to Sustain the Growth of the Business

Issue 127 - Creating Value in Your Business to help Get Top Dollar Upon Your Exit

Issue 126 - Transferring Management Responsibilities Prior to Your Business Exit

Issue 125 - Transferring Management Responsibilities Prior to Your Business Exit

Issue 124 - Transferring Management Responsibilities Prior to Your Business Exit

Issue 123 - Transferring Management Responsibilities Prior to Your Business Exit

Issue 122 - Planning for Departing Owners

Issue 121 - A Surefire Method of Creating Conflict Among Co-Owners

Issue 120 - Business Continuity Agreements

Issue 119 - Business Continuity Agreements

Issue 118 - Don't Do Business Without This Agreement!

Issue 117 - Effectively Transferring Wealth to Children with Reduced Tax Impact - Leveraging the Stock Bonus Plan

Issue 116 - Transferring Your Company to a Business-Active Child - Choosing an Appropriate Transfer Technique to Meet Your Needs

Issue 115 - Effectively Transferring Wealth to Children with Reduced Tax Impact

Issue 114 - Effectively Transferring Wealth to Children with Reduced Tax Impact

Issue 113 - Effectively Transferring Wealth to Children with Reduced Tax Impact

Issue 112 - Effectively Transferring Wealth to Children with Reduced Tax Impact

Issue 111 - Effectively Transferring Wealth to Children with Reduced Tax Impact

Issue 110 - The Importance of Financial Statements in the Exit Planning Process

Issue 109 - The Importance of Financial Statements in the Exit Planning Process

Issue 108 - Selecting the Right Exit Path: Sale to Third Party

Issue 107 - Selecting the Right Exit Path: Sale to Other Owners or Employees

Issue 106 - Selecting the Right Exit Path: Transferring Ownership to Children

Issue 105 - Preparing for Your Exit

Issue 104 - Family Business Transfers: Criteria for Choosing a Family Business Consultant

Issue 103 - Family Business Transfers: How to Determine When it is Appropriate to Bring in a Family Business Consultant

Issue 102 - Family Business Transfers

Issue 101 - Using Short-Term Incentive Plans to Retain Key Employees during the Transfer of a Business

Issue 100 - Using Short-Term Incentive Plans to Retain Key Employees during the Transfer of a Business

Issue 99 - Using Short-Term Incentive Plans to Retain Key Employees during the Transfer of a Business

Issue 98 - Using Short-Term Incentive Plans to Retain Key Employees during the Transfer of a Business

Issue 97 - Using "Oldco/Newco" to Transfer a Company to Insiders Who Have Little or No Cash

Issue 96 - Using "Oldco/Newco" to Transfer a Company to Insiders Who Have Little or No Cash

Issue 95 - Using "Oldco/Newco" to Transfer a Company to Insiders Who Have Little or No Cash

Issue 94 - Using Equity (Stock) to Motivate Your Key Employees

Issue 93 - Using Equity (Stock) to Motivate Your Key Employees

Issue 92 - Using Equity (Stock) to Motivate Your Key Employees

Issue 91 - Using Equity (Stock) to Motivate Your Key Employees

Issue 90 - Six Reasons You Need A Certified Business Valuation

Issue 89 - How Much Money do You Need?

Issue 88 - Key Employees and Covenants Not To Compete - Part

Issue 87 - Key Employees and Covenants Not To Compete

Issue 86 - Time: Too Much or Too Little?

Issue 85 - Business Continuity

Issue 84 - Thinking About Transferring Your Company To Insiders

Issue 83 - Thinking About Transferring Your Company To Insiders

Issue 82 - Family Business Transfers (Part Six)

Issue 81 - Family Business Transfers (Part Five)

Issue 80 - Family Business Transfers (Part Four)

Issue 79 - Family Business Transfers (Part Three)

Issue 78 - Family Business Transfers (Part Two)

Issue 77 - Family Business Transfers (Part One)

Issue 76 - An Estimate of Future Company Cash Flow - The Fifth of Five Elements In Successful Exit Planning

Issue 75 - A Preliminary Valuation of The Company - The Fourth of Five Elements In Successful Exit Planning

Issue 74 - Choice of Successor - The Third of Five Elements In Successful Exit Planning

Issue 73 - A Preliminary Financial Needs Analysis - The Second of Five Elements In Successful Exit Planning

Issue 72 - Your Target Departure Date - The First of Five Elements In Successful Exit Planning

Issue 71 - Using A Valuation Specialist In The Sale Or Transfer Of Your Business

Issue 70 - Seven Reasons Owners Don't Sell To Key Employees (Part 3)

Issue 69 - Five Reasons Owners Actually Do Sell Their Companies to Their Key Employees (Part 2)

Issue 68 - Seven Reasons Owners Want to Sell Their Companies to Key Employees (Part 1)

Issue 67 - Why Should You Exit Plan When You Have No Plans To Exit

Issue 66 - Business Continuity - Lifetime Exits (Part 3)

Issue 65 - Business Continuity - Lifetime Exits (Part 2)

Issue 64 - Business Continuity - Lifetime Exits (Part 1)

Issue 63 - The Loss of Key Talent—You!

Issue 62 - Company's Loss Of Financial Resources

Issue 61 - Continuity of Ownership

Issue 60 - Cash Flow Forecasting: The Ultimate Reality Check

Issue 59 - Passing The Smell Test

Issue 58 - Stock Appreciation Rights Plan

Issue 57 - The Real Tax Advantages of Phantom Stock Plan

Issue 56 - Phantom Stock Plan — The Stock Plan That Isn't

Issue 55 - Owner Deferred Compensation

Issue 54 - Tax Planning Begins Now

Issue 53 - Pre-Sale Due Diligence

Issue 52 - Confidentiality During The Sale Process

Issue 51 - Buying Out Your Partner

Issue 50 - Employee Ownership: It Is Not For Every Employee

Issue 49 - Incentive Plans for Key Employees (Part 2)

Issue 48 - Incentive Plans for Key Employees (Part 1)

Issue 47 - Exit Planning Myths

Issue 46 - What Your Advisors Should Know

Issue 45 - Exit Planning Myths (duplicate of 47)

Issue 44 - Minimizing A Lender’s Risk When Financing A Sale

Issue 43 - Sold! To The Highest Bidder

Issue 42 - Tainting The Marketplace

Issue 41 - Going It Alone

Issue 40 - Your Banker: The Forgotten Advisor Team Member

Issue 39 - Systems: Value Drivers? Yes! Between The Owner's Ears? No!

Issue 38 - How Much Is All This Exit Planning Going To Cost?

Issue 37 - My Lawyer Told Me Not To Do It!

Issue 36 - Family Succession Planning Via Sale To Third Party

Issue 35 - Has Your Child Earned Ownership Interest In Your Business?

Issue 34 - Selling To Insiders

Issue 33 - Cash Is King

Issue 32 - Estate Planning or Exit Planning?

Issue 31 - Winning The Beauty Contest

Issue 30 - Due Diligence

Issue 29 - First Things First: Prioritizing Your Objectives

Issue 28 - The Annual Planning Meeting

Issue 27 - Eight Ways To Exit Your Company

Issue 26 - Characteristics of a Well-Prepared Buyer

Issue 25 - Exiting Your Business Without Leaving It

Issue 24 - Using Multiple Entities To Save Tax Dollars

Issue 23 - Protecting Your Nest Egg

Issue 22 - Putting All of Your Eggs in One Basket

Issue 21 - Having Your Employees Cash You Out of Your Business: Time is Money

Issue 20 - Getting Started In The Exit Planning Process

Issue 19 - Vesting: Handcuffing Key Employees To Your Company

Issue 18 - Characteristics of Successful Employee Bonus Plans

Issue 17 - Bonus Incentive Plans for Key Employees

Issue 16 - Finding The Right Advisor

Issue 15 - Transfer Your Business And Avoid The Deal Killer: Taxes

Issue 14 - Protecting Assets

Issue 13 - Former Business Owners Express No Regrets About Selling Out

Issue 12 - Sole Owner Continuity Plan

Issue 11 - ESOPs: Exit Opportunity for Business Owners

Issue 10 - Transfers to Insiders

Issue 9 - Why Business Owners Fail To Plan

Issue 8 - Preserve Wealth: Give it Away! (Step Seven)

Issue 7 - Planning for a Rainy Day (Step Six)

Issue 6 - Transferring the Business to Children or Employees: A Recipe for Disaster? (Step Five)

Issue 5 - Getting Top Dollar For Your Business (Step Four)

Issue 4 - Working On - Not In - Your Business (Step Three)

Issue 3 - What Is My Business Worth? (Step Two)

Issue 2 - Setting Exit Objectives (Step One)

Issue 1 - Why Exit Planning?

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