8 Things That Drive the Value of a Business

There is no right way to value a business. In fact, as an advisor, you know that what works for one client might not work for another. The same can be said for adding value to a business. The value of a business can mean different things to different people but, at the end of the day, buyers pay more for profitable businesses that are growing quickly. What do you say? Make more money? Hire better people? Those things are a given and you’d be hard-pressed to find an owner who wouldn’t… Read More

12 Recordings for Growing Value

We’ve curated the 12 recordings to inspire change and activate the 11 actions it takes to grow value (rapidly) and release (trapped) wealth. #exitplanning

Exploring the Psychology Behind Exit Planning

Starting a business takes guts. Deciding to transition out of a business is just as courageous. Part of the exit planning process requires the advisors understand the motivations and psychology behind the business owner’s desires to transition out of their business. Exploring these motivations and getting inside the heads of the business owners is a much an art as it is a science. A successful business transition requires attention and understanding, not only to the financial side of the exit, but the way owners think. Work is work but for business owners,… Read More

Business Valuation for Exit Planners

To the majority of business owners, their business is their life. They’ve poured their time and money to make sure their organization takes off. For most, the company is their largest asset. When they go to transition out of the company and into their third at, they often aren’t sure the value of their business. As our research shows, that only two out of 10 businesses that go on the market will actually sell. A full 80% will not. Business valuation is critical when selling a small business. During this webinar, Dan… Read More

Are All of These Advisors Exit Planners?

As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past three years, the exit planning marketplace has experienced growth and change as it responds to the business owner’s needs. Those needs, in part, call for advisors to reinvent themselves into something more: The advisor of the future. A holistic business advisor. Not an accountant, not a wealth manager, not an investment banker or attorney. But more than that. A true and trusted advisor that an owner can turn… Read More

Marketing Strategy versus Client Delivery?

We want to market well. We want to sell better. Once we do, we want to be able to deliver our services efficiently (for the right price) #howtosellexit #EPI

Just Released: 2018 Regional State of Owner Readiness | Georgia

Are all markets created equal? Are all markets equally ready? Read about Georgia #EPI #ownerreadiness #changetheoutcome

An Educated Owner Becomes a Better Owner and a Better Client

Over time, we have learned from advisors who work with business owners in exit planning that education is the strongest service we can provide. Certainly, it’s an important first step, but throughout the entire process, we are educating owners on how to build value into both their business and personal lives as well as their personal financial plans. Education is the key to triggering owner action. According to the 2017 State of Owners Readiness research, we have found two critical trends emerge more noticeable than ever before. First, when owners were asked,… Read More

Making the most of your CEPA designation! Register early and gain free content!

Becoming a Certified Exit Planning Advisor (CEPA) is the beginning of a new chapter in your business or practice. Most business owners have yet to think about the transition out of their business and when they do, it is often too late. Statistics show that only 20-30 percent of businesses that go to market actually sell (and family transition rates are even worse). According to the State of Owners Readiness research, 76 percent of national business owners indicated they would like to transition in the next ten years, while 48 percent indicated… Read More

New CEPA Training Location Announced: Phoenix, Arizona

CEPA program added for 2018….Phoenix, AZ!