A bad deal isn’t just about money—it’s about the buyer. Will they keep your business thriving? Will they treat your team and customers right? Here’s how we lock in the right fit:
cepa
The Secret Ingredient to a High-Value Business: Social Capital
– 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.
None of Us Get Out Alive
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.
Tracking the Right KPIs to Boost Your Business Value: A Tampa Broker’s Take
By Michael Shea, CEPA, CBI, CMAP, BCI – Transworld Business Advisors March 27, 2025 As a Tampa-based business broker with Transworld Business Advisors and a Certified Exit Planning Advisor (CEPA®), Certified Business Intermediary (CBI), Certified Mergers & Acquisitions Professional (CMAP), and Board Certified Intermediary (BCI), I often get asked: What should my business be tracking? […]
The Importance of Reducing Owner Dependency in Your Business
Tackling owner dependency isn’t a solo job—it takes strategy and know-how. That’s where my expertise as a CEPA, CBI, CMAP, and BCI comes in. At Transworld Business Advisors, I guide Tampa owners through the transition process, cutting their reliance on themselves and building a business that stands on its own. My approach speeds up value creation, boosts the odds of a smooth exit, and closes the wealth gap owners often face.