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As a business owner, you’ve likely come across the terms “business broker” and “mergers & acquisitions (M\&A) advisor” and wondered: Aren’t they both just selling businesses? The truth is, while both help owners sell their…
When most business owners think about the value of their company, the first instinct is to look at the numbers. Revenue, profitability, and cash flow are easy to measure—and they are the foundation of every…
There are over 30 million family-owned businesses in the United States—from household names like Wrigley and Marriott to your neighborhood grocery store. Yet despite their prevalence, fewer than one-third of these businesses successfully transition to…
Business owners often ask: What is exit planning? And how does it differ from value planning—or even value building? Exit planning is a comprehensive, strategic process that prepares a business owner to transition out of…
I've spent decades building my business, and now I’m finally ready to begin the next chapter by selling it. I’ve already had a professional valuation completed and have a few prospective buyers in mind—groups I…
