With higher tax rates, it’s not surprising that business owners are looking for more tax-efficient ways to sell their companies….

It depends on what study you read or who you listen to, but there is a fact facing many employers…

By Paul Cronin, COO – Successful Transition Planning Institute My business partner, the author Jack Beauregard, and I recently had breakfast…

Basic premise is all of the issues outlined below are best reviewed and where possible addressed (either by solving or…

EXIT  Should you sell your business? How? And then what? By Patrick M. Foley, CFP®, QPFC  Synopsis Should you sell…

Dear Business Owner and Advisors to Business Owners: You should know that 2012 and 2013 were good years to sell…

Completing a merger to further your succession goals has many distinct advantages: long lead time in introducing your successor to…

Valuation Delusion Syndrome is on the rise. Here’s a recent case. Sam called me last week about selling his business….

If you ask any professional business or M&A advisor “What is the optimal time to maximize the value for my…

Start building value today. Consider a benchmark assessment that will give you a baseline and leads you towards transformation initiatives….

Recently, a topic has been on several different blogs discussing whether, when your business is being sold, you should go…

Cleaning Up Your Back-office for Sale Every business should be bigger than just one person. Unfortunately, too many business owners…

If you came of age in the 1970’s, you likely learned the phrase caveat emptor – Latin for “buyer beware”…

During my presentation at the XPX Boston Breakfast Series meeting this past Tuesday (9/24/13), we focused primarily on the many…