The middle of the year is a great time to take the temperature of any business strategy, and your plan for an exit is no different. You already have a sense of how your business is performing in the current year, and there is still plenty of time to adjust or fill in the blanks before the year-end scramble.

Small Business Week celebrates entrepreneurship. It’s also the perfect time to seriously consider a business exit strategy.

Tax season is over. But if you’re planning a strategic exit from your business, you probably need to stay in tax planning mode for months, if not years.

A lot of business owners assure me they’re ready for an exit. They’re confident, intelligent folks. They keep a sharp eye on the financial side of their exit strategy but are still caught off guard by the emotional and psychological aspects of a major change in their financial life.

The short answer: “It depends.”

As someone who's seen a lot of family business transitions—both seamless progressions and more challenging situations—there are some key things I emphasize to families to help make the transfer of ownership go as harmoniously as possible.

As we edge closer to the 2024 presidential election, the tax proposals of leading candidates become crucial for business owners, especially those contemplating transitions or exits. Each candidate has given at least a hint at some of the legislative moves on their radar. Here's a deeper dive into each candidate’s position.

Behind every successful transition is a team of advisors who play a vital role in the process of an exit.

As the onslaught of political ads, debates, and cable commentary begins, we are reminded daily – it's an election year. It's more important than ever for businesses to prioritize exit planning strategies during an election year.

…A tool that often goes underutilized is the pension program. It's not just a retirement benefit; it's a strategic asset in business and exit planning, and in this article, I’ll explain why.

Your business exit plan strategy can enrich more lives than just your own.

Let's face it: taxes are complex, and retaining the maximum value of your company requires more than just luck – you need a meticulous plan.

Entrepreneurs sit in the driver’s seat of the business, and good ones have been able to navigate the twists and turns of the road along the way.

If the idea of navigating an exit plan makes you nervous, you’re not alone.

Building value for a business under $25 million isn't just about the present; it's about shaping a future that aligns with the company’s goals and aspirations.