Important Resources
Inevitabilities White Paper
At some point, every owner leaves his or her business – voluntarily or otherwise. This issue discusses the proven Seven Step Exit Planning Process™, which is designed to achieve an owner’s financial and other goals.
Exit Routes White Paper
When you think about exiting the number of exit routes seem overwhelming. In fact, there are only eight. Learn the advantages and disadvantages of each one. Most importantly, it shows how to choose the best exit path for your company.
Business Valuation White Paper
This White Paper discusses how to use the services of an experienced business appraiser to value your company for transfer it to successor in order to avoid an unpleasant encounter with the IRS and reap all of the value of your life’s work. It also highlights common misconceptions that owners have about the value of their businesses and what the values mean to their overall exit plan
Value Drivers White Paper
Exactly how do you create value in your company and what “Drivers” will reward you the most? This White Paper will show you which Value Drivers buyers look for when deciding how much to pay for a business.
C vs. S Corporation White Paper
This White Paper explains why the best form of business entity (C or S) for tax purposes during a business’ startup period and operational years may not be the best when it comes time to sell the business. Case studies and clear tables help show you why entity choice is so important.
Employee Incentive Planning White Paper
This White Paper discusses how best to leave your business in qualified hands, and why that will increase your value at sale time. Learn how incentives can be equity-based or cash-based and still handcuff your best employees to the business and help you accrue greater value.
Using Short-Term Key Employee Incentives To Increase The Price White Paper
Keeping key employees is absolutely critical to valuation. This White Paper describes the design elements of a “Stay Bonus” and how converting any incentive plan into a short-term plan will help maximize your sale price.
Transferring Wealth To Children — A Primer for Business Owners White Paper
Do you wrestle with the issue of how to pass wealth to children in a way that minimizes – legitimately – your tax bills. This White Paper explains how such a transfer can be designed while intergrating with your current estate plan.