27th October 2008
All business owners want to know the ‘value’ of their business. You, as an exiting owner, need to understand that the value of your company is a ‘range concept’ - there is no single value for the shares of your privately held business.
The e...
04th September 2008
As an advisor looking to grow your practice, you should know that you can use an affordable, online Email Campaign system to pre-load content and automate your marketing process to business owners. With the 2 new Exit Strategies newsletters that I provide...
02nd September 2008
You may be thinking what I was thinking before heading down to New York to listen to "The #1 Small Business Guru in the World" - that question is:
"What the heck is a Dreaming Room, and why would I want to be in one?"
Well, on my way to New Yor...
01st September 2008
One of the foundational concepts behind Pinnacle's business model is that there are far more businesses that need exit strategy planning advice than - perhaps - the entire population of advisors can competently serve. The statistics below are drawn from ...
06th February 2008
This article is focused on helping business owners and their advisors understand Employee Stock Ownership Plans (ESOPs) and how they can assist in developing effective Exit Strategies from a business. Even with today’s vibrant Mergers and Acquisitions ...
06th February 2008
Most business owners believe that an ‘external’ sale of their business is their only (or at least best) Exit Alternative. Typically this is because business owners know that their employees and/or fellow family members don’t have the type of money...
06th February 2008
A business owner’s exit is a once-in-a-lifetime transformation. We’re not talking about selling a house or a car. This is a complex process that requires the technical expertise of a team of trusted advisors. The key to any successful business exit ...
21st October 2007
For the past fifteen years, I have served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses and their owners. Over this time period, I have noticed a lack of consistency in how Exit S...
21st October 2007
“Our thoughts create our reality – where we put our focus is the direction we tend to go” - Peter McWilliamsA ‘comfort zone’ can be described as a place where we all ‘return...