Despite deep political polarization in America, there’s one point where most people across the spectrum agree: something went seriously wrong with the U.S. economy over the past 60 years—and we’re still living with the consequences. Two Competing Narratives On the political left, the blame often falls on greed and capitalism. The proposed solution? Raise taxes… Continue reading What Really Went Wrong with the U.S. Economy
Business Goals Goals are typically focused on a particular outcome and so should be specific. It’s worth the time to get into the details. If you intend to increase the company’s cash flow, how will that be done? If it’s by boosting sales, what has to change to make that happen? You could add a new product… Continue reading Goals and Resolutions
In spite of severe polarization on so many issues, there is at least one thing that most Americans agree on across the entire political spectrum. That is: At some point in the past sixty years, or so, something major went wrong with the US economy and it is still causing problems today. What are those… Continue reading Symptoms or Causes
With the help of her Exit Planning Advisor, Sarah has decided that selling to a third-party buyer would best accomplish all of her goals (financial, values-based, legacy). Quantifying her business and personal resources with a financial gap analysis has been helpful to Sarah in determining her departure date in six years. She now knows the current… Continue reading Strategic Exit Planning: Deal Momentum, Deal Fatigue, and Pre-Sale Due Diligence
How will the transition change my day-to-day life? Owner-operators know a transaction will change their daily routines, but the change can take a variety of forms. If the transaction involves a passive investor or partnering with a family office, their daily activities may remain largely unchanged. However, a strategic acquirer or financial investor might bring… Continue reading Four Questions Business Owners Should Ask Themselves Before a Liquidity Event
FPA Owner Transitions 