Exit Planning
« Previous EntriesSelling a Business - Selling to a third party buyer
Friday, October 19th, 2007One challenge that ALL business owners will face sooner or later is choosing the best way for them to exit their business.
Most business owners will choose to sell their business… but even this isn’t as straight forward as it seems.
As a business owner you need to decide how you will sell your business.
Will you:
Transfer the ownership […]
Zero In on the 76 Million Baby Boomers for Exit Planning…
Wednesday, October 10th, 2007Here’s a quick post on a great article I found that can help financial advisors and exit planners capture… and keep their clients as they move into the retirement phase.
I recently ran across a great article on the impending Baby Boomer retirement influx and how you can better position yourself to capture more clients.
What most […]
How to Find the Right Financial Advisor When Selling a Business or Real Estate
Friday, October 5th, 2007Finding the right financial advisor / exit planning specialist is one of the most important first steps in creating a solid exit plan when selling appreciated real estate or a business. However, many sellers take this task too lightly and believe that any ol’ advisor will do… because that is their job… to advise me on […]
How exit planning done right, adds more to your bottom line…
Monday, September 10th, 2007Here’s Part 2 of the 5 part series of our
Exit Planning Business Builders series.
In Part 1 I went over the importance of
over delivering and how it does more than
just bring in more clients, it actually
increases your profit per client and weeds
out the bad ones.
In this issue we’ll go over how using the
right comprehensive exit planning […]
When business partners want to sell their stock in a private corporation
Thursday, August 30th, 2007We recently received a question from a concerned business owner who asked the question:
“Can my business partner sell his portion of stock in our private corporation? ”
B.R. Montana
Well B.R.,
This answer really depends on several factors. First off, of course, your business partner is able to sell his stock in the private company that you guys share […]
When should sellers begin looking for an exit strategy?
Tuesday, August 28th, 2007When should you as a seller begin looking for an exit strategy?
>NOTE: If you’d like to learn how to choose the right exit strategy… which of the top 9 strategies are right for which situations… and take advantage of new and unknown IRS tax loopholes… then go and check THIS out now:
http://www.settlementinstitute.org/?page_id=8
**QUESTION**
“Hi Trevor and […]
Federal Capital Gains Tax Rates - Current to 2007
Monday, August 13th, 2007Many people are very surprised to find out that the 15% Federal capital gains tax rate does NOT apply for all transactions.
Yes, there is a 15% Federal capital gains tax rate; however, it does NOT apply for every one.
To help you see the various Federal capital gains tax rates we’ve put together a quick table […]
What is Exit Planning Anyway? - Guest post
Thursday, August 2nd, 2007As you know, the Settlement Institute is made up of a national network of professional advisors such as Financial Planners, CPA’s, Attorneys, Real Estate Professionals, and many others.
We encourage all professionals to write and submit quality articles relating to Exit Planning so we can share them with the rest of the world and promote the idea of exit planning […]
Baby Boomer Exit Planning Survey - take a couple minutes…
Monday, July 30th, 2007As you know, the Baby Boomer generation is looming on the brink of retirement and one of the biggest transfers of wealth and assets ever will take place over the next 20 years or so.
While there are good statistics and articles out there… one excellent way to get a true picture of the actual market […]
How to choose the right Exit Strategy - Free Manual
Monday, July 30th, 2007One huge question that we keep getting over here at the Settlement Institute is “how do I find the right exit strategy for me or my client?”
As you know, that question is not as straightforward as it may seem.
Every seller has different goals… which requires a different set of strategies to help the seller meet […]