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Largest Transfer of Wealth in History

The largest transfer of wealth in history is happening right now as baby boomers retire and sell their businesses. According to the 2016 BEI Exit Planning Survey, 69% of business owners plan to exit within the next five to ten years.…

Exit Plan Options

Exit Plan Options Business owners are typically motivated by a desire to establish and operate their firms. Exiting is often furthest from their mind. However, a successful exit requires advance planning and a customized exit strategy to ensure a smooth…

Use Dictates Value

When it comes to valuing a property, its current use may not be its most valuable use. For example, ten acres of undeveloped land has a different value based on its future use. A farmer may see that piece of…

Who Owns Personal Goodwill?

Who Owns Personal Goodwill?  Goodwill matters when it comes to business valuations.     It can be understood as a collection of intangible assets that generate earning power for a company, such as patents, trade names, customer lists, etc.   Goodwill comes in…

Not Quite Ready To Sell?

Not Quite Ready To Sell? Some of our most successful deals came to be as a result of the owner having a vision and unbending commitment to ready their business and bring it to market at the right time for…