Gather Financials
Collect three years of profit-and-loss statements, balance sheets, and tax returns. Buyers want clean, organized data to assess profitability.
Blog
The 4 Blind Spots That Could Derail Your Business Exit
For most entrepreneurs, the dream is clear: build a business from the ground up, create something of lasting value, and one day, make a successful exit that secures your family’s future. It’s the culmination of years of hard work, risk, and sacrifice. You pour everything you have into growing your company, managing daily operations, and steering the ship through every challenge.
Exit Planning For Lawfirms
This podcast provides an overview of the Six Phases of BEI Exit Planning specifically tailored for law firms, presented by a Certified Exit Planning Advisor.
From My Father’s Depression-Era Wisdom to Modern Entrepreneurs: Planning to “Keep What Matters”
My Irish father grew up during the Great Depression as one of five boys in a lively, crowded house. With four brothers, every dollar stretched to cover basic needs, and resourcefulness was a necessity, not a choice. Shoes were shared, clothes patched and worn thin, and meals planned with discipline—a vivid lesson in making the […]
2026 Capital Gaines Tax Change
In sum, the IRS changes for 2026 present substantial planning opportunities and challenges for small, closely held businesses contemplating a sale. Business owners should stay informed and seek professional tax advice to best navigate this shifting landscape.