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Value Creation Blog

Buyers Need To Do Due Diligence Also – Wealth Management

Buyers Remorse I was recently having a conversation with a reporter where I was asked the question, “why do most business owners who sell their business end up leaving shortly after they sell?”  My answer was they don’t realize what they’re getting into and once they’ve sold the selling owners often don’t like what they find.

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Topics: for business owners, business exit planning, selling, exit strategy business plan


Exit Planning Is A Process And Not A Destination

exit planning process resized 600

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Topics: operationally irrelevant, for business owners, exit planning, business exit planning, passive ownership, exit readiness


How Passionate Are You About Your Business? – Exit Planning

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Topics: for business owners, exit planning, business exit planning, disaster plans


Designing A Stay Bonus

Stay Bonus

Having a stay bonus in place, especially if the business owner is over 50 years old, is an important part of making sure key managers stay with the business if something happens to the business owner. 

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Topics: for business owners, exit planning, business exit planning, stay bonus


When Selling A Wealth Management Business Is Not Selling The Business

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Topics: wealth management, business exit planning, exit readiness


Thoughts On The Valuation Of Wealth Management Firms

Valuation of Wealth Management FirmsI’ve been having some thoughts about things that you should consider if you want to move your wealth management firm towards one that has real value to an outside buyer.  Remember, outside buyers are interested in having a significant, increasing, and ongoing revenue stream. 

They are not especially interested in buying a business that depends on your skills at working with Clients, managing money, or having specialized knowledge.  It’s not that these things aren’t valuable; it’s just not very valuable to a buyer of your firm.

A potential buyer of your firm will love an ensemble practice that really is an ensemble.  If you’re running a solo firm or a group solo practice buyers are not going to love your firm or pay you big money for it.  If you can find some way to change your firm to an ensemble practice the enterprise value of the firm will dramatically improve.

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Topics: wealth management, enterprise value, business exit planning, Exit planning for advisors


How Advisors Can Help With Exit Planning

exit planning Business owners who are over fifty years old are often interested to learn about options they have for leaving their business.  They often want to know what steps they should take and to learn what the best steps are for them to take.

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Topics: exit planning, business exit planning, for advisors, leaving your business


5 Reasons A Business Plan About Exit Planning Is Important

Flexible Business Exit Planning

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Topics: mission vision values and goals, for business owners, business exit planning, goals, exit strategy business plan


Five Things That Help Advisors About Exit Planning

exit planning for advisors

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Topics: enterprise value, business exit planning, for advisors, Exit planning for advisors


12 Steps To An Exit Planning Process

Exit Planning Process At some point you’re going to leave your business.  Hopefully when you leave it’ll be on your terms.  Understanding your options well before the day you leave your business is just good planning and good planning always helps you get a better outcome.

Click here to learn more about our Stage 3 Exit Planning Report

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Topics: for business owners, exit planning, business exit planning, exit readiness


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