Tag: small-business

Exit Planning

Strategic Exit Planning: Deal Momentum, Deal Fatigue, and Pre-Sale Due Diligence

Charles Kedra

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

Exit Planning

Empower Your Team: Selling Your Business to Employees with an ESOP Strategy

Charles Kedra

When it's time to transition out of your business, finding the right way to pass the torch can be a challenge. Have you considered selling your business to your employee team? It might sound unusual, but an Employee Stock Ownership Plan (ESOP) could be the key to a smooth and rewarding exit strategy. Business planning… Continue reading Empower Your Team: Selling Your Business to Employees with an ESOP Strategy