Congratulations to Van Moody and his clients on another successful transaction!
#SOLD #BusinessSales #ExitPlanning #ExitStrategy

Develop and operating manual for your business that can be handed over to a new owner to help with a seamless transition #business #owner #success #exitplanning

Ensure your business does not have a customer concentration issue where one customer is responsible for a large chunk of total revenue. #business #owner #success #exitplanning

Do you want to increase the value of your business?

Do you know the value of your business?

Would you like to see how your decisions impacted the value of your business each quarter?

#businessvalue #growth #exitplanning #valuation #abunden

Guests Laurie Roche and Glenn Garbutt of Fidelity Charitable discuss Five Essential Tips for Donating Business Interests | ExitReadiness® PODCAST #139
YouTube: youtube.com/watch?v=5-DdeE…
Apple: podcasts.apple.com/ca/podcast/exi…
Spotify:open.spotify.com/show/6ixElHbhu…
#exitreadiness #exitplanning

A new Newsletter has been updated on our website! You can visit elocpa.com/bei-exit-plann… to sign up if you haven't already subscribed to receive the Newsletters in your inbox.

#ELO #CPA #newsletters #Exitplanning

Pat, Walter & Corby answer the question, 'When Can Good Income Tax Planning Hurt My Exit?'| ExitReadiness® PODCAST #140
YouTube: youtu.be/dWmkKj3PbJQ
Apple:podcasts.apple.com/.../exitreadin…
Spotify:open.spotify.com/show/6ixElHbhu…
#exitreadiness #exitplanning #grfcpas #ennislegacypartners

Guest Andre Yee discusses AI & The Future of Selling|ExitReadiness® PODCAST #138
YouTube: youtu.be/cCvdani-MsU
Apple:podcasts.apple.com/.../exitreadin…
Spotify:open.spotify.com/show/6ixElHbhu…
#exitreadiness #exitplanning #AI #WalterDeyhle #grfcpas #PatEnnis #ennislegacypartners #AndreYee #TigaAI

Greg Beck's First Experience With A Cold Tub: You don't die, you just wish you did! linkedin.com/posts/focalpoi…

Sure, #exitplanning is about the business. But it's also about the human who owns it. Take our FREE assessment and see if you're ready for ExitEngine. Link in bio. #businessowner #entrepreneur

Do you ever feel like you're constantly on call or feel guilty for clocking out? We wrote client engagement standards to set healthy boundaries and ensure we’re the right fit for clients. We discuss this with #Advisors as part of their #Succession strategy! 💼💬 #ExitPlanning

As a business owner or business leader, it's important to know your numbers.

And know them cold.

We often point to a company's EBITDA as a multiplier of value... but does *your* EBITDA tell the whole story?

#ebitda #businessowners #financialplanning #exitplanning

Celebrating four years of empowering financial advisors to achieve their dreams and goals! 😍
Huge shoutout to my incredible team, amazing clients, and everyone who's supported this journey!👏
It's an honor to provide #FinancialPlanning and #ExitPlanning for advisors themselves!

Enhance Your Planning Solutions and Expertise with Effective Techniques!

Seasonal savings on advisor education ending soon, claim your discount now! hubs.ly/Q02cbWJB0
#BEI Network #ExitPlanning #BEI #Business

Build your exit team with experts: Financial Advisors, CPAs, Attorneys, and more to secure your financial future. #ExitPlanning #BusinessSuccess
bit.ly/4b0DCik

Maximize your business potential with EPI's 5 Stages of Value Maturity. Identify, Protect, Build, Harvest, and Manage your assets for the best exit strategy. #ExitPlanning #BusinessValue
diversifiedassetmanagement.com/blog/epi-5-sta…

In this episode of our EB & Flow podcast, we discuss what business owners need to know about the preservation & transition of wealth in a sale & how they can create a plan that maximizes the benefits for both the owner & their family. bit.ly/3TutEzI #ExitPlanning

'Selling a business in today's competitive market requires strategic foresight and proactive measures. Here are the most important steps to follow.' Full Article: bit.ly/3W97DrJ

#SellYourBusiness #Entrepreneur #ExitPlanning #SmallBusinessTips

'Selling a business in today's competitive market requires strategic foresight and proactive measures. Here are the most important steps to follow.' Full Article: bit.ly/3W97DrJ

#SellYourBusiness #Entrepreneur #ExitPlanning #SmallBusinessTips

…particularly if the debt is so large and burdensome that they cannot afford to pay themselves or other employees adequate salaries.
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#ExitPlanning #ExitStrategy #SellMyBusiness #AssetProtection #LOI #Trusts #EstatePlanning #BusinessSuccession