In our last post, we started a discussion of standard of value, giving a brief overview and explaining Fair Market Value. In this post, we’ll cover book value, intrinsic value and investment value. The following is an excerpt...
Read MoreIf you’ve been following our blog, you’ve probably seen a number of posts over the last few months about exit planning, a complex topic that can be difficult to understand. Exit planning in its simplest form is a...
Read MoreSelling your business is a big decision and requires a lot of thought and planning. How mentally and financially ready are you to sell your business? When are you seriously thinking about selling? Do you want to sell your...
Read MoreIn the simplest of terms, exit planning can be broken down into five steps. Along with the help of a trusted, experienced financial and investment advisor, any business owner can create an exit plan to fit his or her long-term...
Read MoreJoseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, a Principal and Investment Advisor with Seattle-based Synergy Financial Management, LLC, has published his first book, Exit Insight: Getting to “Sold!”...
Read MoreThe business exit planning process is the process of preparing a business for transition from the current owner to the next owner. While this sometimes means the sale of the business to a third party with the intention of...
Read MoreBusiness owners, where do you want to be in five years? Do you have a plan to get you there?
Read MoreWhen planning to exit your business, it is critical to define the three principal exit objectives: cash, time line and buyer.
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