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.
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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.
Unpacking Exit Planning: A Tampa Business Broker’s Perspective
s a Tampa business broker, I bring my CEPA expertise and hands-on experience as a CBI, CMAP, and BCI to make this process seamless. My clients don’t just get a plan—they get a partner who’s been in the trenches and knows how to deliver results.
Multiples Don’t Matter: How I Help Business Owners Maximize Value as a Tampa Business Broker
By Michael Shea, CEPA, CBI, CMAP, BCI – Transworld Business Advisors March 11, 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’ve seen countless business owners fixate on one number when […]