Work with a business broker to streamline the process and avoid these traps.
exitplanning
How to Value Your Small Business Before Selling: A Step-by-Step Guide
Gather Financials
Collect three years of profit-and-loss statements, balance sheets, and tax returns. Buyers want clean, organized data to assess profitability.
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.
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.
Government Shutdown Adds New Challenges for Small Business Owners
By Michael Shea At midnight on October 1, the U.S. government officially shut down after Congress failed to pass a funding resolution. As federal agencies begin to pause operations, small business owners across the country are once again facing a wave of uncertainty. Already grappling with inflation, labor shortages, and rising tariffs, Main Street businesses […]