FPA Owner Transitions

Imagine standing at the edge of a cliff, ready to take a leap into the water below. The water represents a new chapter of your life. That new chapter is retirement. Now, picture this adventure interwoven with the sale of your business. Exciting, right? Is there a perfect moment to embark on your retirement while selling your business. No. It’s not just… Continue reading Seize The Moment: Strategically Timing Your Retirement When Selling Your Business

Starting at age 40, our brains shrink about 5% every 10 years.1 This brain-shrinking process can impact not just our ability to remember important information, but also our ability to learn, reason, communicate, and even maintain our balance and mobility. A Five-Point Strategy Food: With so much nutrition and diet advice out there, it can get… Continue reading Are Our Brains Shrinking?

Exiting a business is a significant decision that requires careful consideration, particularly regarding financial readiness. Whether you’re considering retirement, pursuing new ventures, or simply ready to move on, being financially prepared is crucial for a smooth transition. Before making the leap, it’s essential to understand the various factors that influence your decision to exit your… Continue reading Are You Financially Ready to Exit Your Business Even if it Happened Tomorrow?

Last year a business broker with a network of a few hundred businesses throughout the country, took it’s best firm owner customers and their spouses on a fully paid trip. It was to Hawaii. Unfortunately, during a scuba diving excursion, one of the owners suffered a heart attack and died. On top of the shock his family… Continue reading Business Continuity Planning

A Certified Exit Planning Advisor® (CEPA) – your secret weapon for a smooth and successful business transition!  A CEPA brings expertise, coordination, and emotional support to help you achieve your long-term goals and maximize your business's value. Having a CEPA on your team is a game-changer for transition planning.