Resources

A short library of articles on exit planning and building business value, for owners who want to think it through before they talk it through.

Lifestyle Business or Value Creator?

Two very different things an owner can build, and why it's worth being honest about which one you actually have.

EBITDA and the Multiple

A plain-language breakdown of the formula behind most business valuations, and why your tax return usually understates what you're really worth.

Are You Ready?

Why the owner's own readiness matters as much as the business's, and why it's worth thinking about long before you plan to leave.

The Four Intangible Capitals

Why roughly 80% of what a business is worth has nothing to do with last year's revenue.

Understanding Your Wealth Gap

Why "what is my business worth" is the wrong first question, and what to ask instead.

Understanding Your Exit Options

A plain-language guide to the different ways you could leave your business, and what each path actually trades off.

All articles are for general informational and educational purposes only. Nothing herein is meant to be financial, investment, tax, or legal advice, nor is it a recommendation to buy, sell, or hold any asset or to take any specific action. Every business and personal financial situation is different, so please talk with a qualified financial advisor, CPA, or attorney before making decisions based on anything here.