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exitplan

The Secret Ingredient to a High-Value Business: Social Capital

March 24, 2025 by Michael Shea PA

– Human Capital: You can hire and retain top talent, replacing people and positions strategically as you grow. That’s smart business.
– Customer Capital: You can diversify your revenue, secure key contracts, and build a loyal client base. That’s risk management.
– Structural Capital: You can document your processes, making your “secret sauce” transferable. That’s operational excellence.

Filed Under: Buy a Business, exitplan, exitplanning, Selling A Business, Selling Your Company, Tampa Business Sales Tagged With: cepa, epi, michaelshea, significant, socialcapital, tampabusinessbroker, Transworld, transworldtampa

None of Us Get Out Alive

March 18, 2025 by Michael Shea PA

While the core 5 D’s are widely recognized, there is some variation in definitions. For instance, Evolve Systems includes “Disaster” instead of “Distress,” focusing on external threats like pandemics, which may overlap with “Distress” in other sources. This variation is not controversial but reflects the adaptability of exit planning to different business contexts. The evidence leans toward the importance of covering all unexpected scenarios, whether labeled as “Distress” or “Disaster,” to ensure comprehensive planning.

Filed Under: Business Management Tips, exitplan, exitplanning, Selling A Business, Selling Your Company Tagged With: 5d, businesssale, cepa, exitplan, selling, selling business, tampa, tampabay, Transworld

Lessons from a Farmer: Legacy, Leadership, and Family Business Succession

March 14, 2025 by Michael Shea PA

This focus on legacy shaped everything he did. It wasn’t about clinging to power or maximizing short-term gains; it was about ensuring the farm remained a living bond between past, present, and future.

Filed Under: exitplan, exitplanning, Selling A Business, Selling Your Company, Tampa Business Sales Tagged With: business, estateplan, family, farm, michaelshea, Transworld

The Baby Boomer Business Dilemma: Why Selling Now is Crucia

March 14, 2025 by Michael Shea PA

a surprising number of baby boomers are holding onto their businesses rather than putting them on the market. This hesitation has significant implications—not just for the boomers themselves, but for the broader economy. In this post, we’ll explore why baby boomers are delaying the sale of their businesses and why the time to act is running out.

Filed Under: Buy a Business, exitplan, exitplanning, Selling A Business, Selling Your Company Tagged With: babyboomer, exitplan, michaelshea, risk, selling, tampabusinessbroker, urgency

What’s the Legacy of Your Tampa Business?

March 12, 2025 by Michael Shea PA

Your legacy depends on who you are, how you run your business, and what you aim for. It’s forged through relationships—with partners, employees, peers, family, and me as your CEPA. Whether it’s personal fulfillment, community good, or a thriving business, I’m here to help Tampa owners make it happen.

Filed Under: Business Management Tips, exitplan, exitplanning, Selling A Business, Selling Your Company, Tampa Business Sales Tagged With: tampa, tampabay, valueacceleration

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