Part I – Buy-Sell Planning By: James M. Duggan The B.E.A.S.T. is always lurking – will you be its next victim? As entrepreneurs maintain a primary focus on running a successful business, proactive planning understandably gives way to the demands of the day....
The Inconsequential Owner … In all likelihood, you are critical to the success of their businesses. Without them, there is no business. You want to fix that. With a little luck and a lot of hard work, we can help you become an Inconsequential Owner. Having said that,...
Step One: Identify Owner Objectives Step Two: Quantify Business and Personal Resources Step Three: Maximize and Protect Business Value Step Four: Sale of Ownership to a Third Party Step Five: Transfer Ownership to Insiders Step Six: Business Continuity Step Seven:...
