September 20, 2022

Exit Options: Family Succession

Family succession is a special subset of exit planning for business because family businesses include layers of additional complexity. The pressure of daily decision-making and implementation […]
September 20, 2022

Case Study: Fixing the Drafts in an HVAC/ Plumbing/ Oil Delivery Business

The Situation – Rich New Yorkers Weren’t Paying their Bills The remote, northwest corner of Connecticut is a wonderland for outdoor sports enthusiasts.  And while it […]
September 20, 2022

Case Study: Cleaning Up a Steel Mill Line

The steel mill industry had been thwacked by obscenely low prices charged by mini steel mills that were springing up in low wage Asian countries.  Even […]
September 20, 2022

Case Study: Designing the Exit for a Construction Company

The Situation The owner of a substantial construction company was at the age where he was deciding when and how to exit his business.  He was […]
March 28, 2022

Your Business is Your Masterpiece

Showcase the Value Have you had your business valued and are surprised at how they valued it? Do you have solid revenues over a long period […]
March 26, 2022

Exit Options: Internal Sales and Transfers

Future-Proofing A Business Owner’s Exit Through Key Employee Ownership Savannah Wolfe,, June 30, 2021 Business succession planning for founders of privately held business enterprises can […]
March 26, 2022

The Value Devil

Pay Now or Pay Later Ladies and gentlemen, the hard core truth is this:  You can hide your cash now and avoid taxes; or you can […]
March 26, 2022

Case Study: Designing the Opportunity in an Embroidery Business

The Situation A husband, tired of being at the beck and call of management while working as a supervisor in a warehouse, and a wife, whose […]
March 26, 2022

Case Study: Calling the Future into a Telecommunications Company

The Situation In 1982, President Ronald Reagan spearheaded the deregulation of the AT&T-monopolized telephone industry.  To give AT&T credit, they delivered the only service in the […]
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