I have found some valuable things that propel me and others toward their own definitions of success. 1. Clarify Your Goals We often don’t spend enough time thinking about what we’re trying to accomplish and where we hope it will take us. We trail along with the crowd and follow the same playbook that everyone… Continue reading 6 Tools for Initiating and Sustaining Success
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
If you’re feeling a bit uneasy about the markets right now, you're far from alone. The headlines are unsettling, the data can feel overwhelming, and the future—economically and otherwise—feels uncertain. It’s a lot to process. During times like these, I often find a helpful perspective by looking to history. Market crises—no matter how severe—have always… Continue reading Feeling Uneasy? You’re Not Alone—and Not Without a Path Forward
It is true that tariff policies have made things volatile…on and off again…different carve outs…different countries…phone calls that change things. All of this clearly has had an impact on the markets. I’m not surprised to see stock market volatility. However, it isn’t all about tariffs. Many major models of the overall stock market valuation show… Continue reading Tarriff Policies
FPA Owner Transitions 