Intro Guides

We’ve gathered some of our most important tips into three concise primers on growing the value of your business, protecting that value, and planning for a successful ownershop transition.

To receive a complimentary copy of these tips via email, simply contact us and select which publication(s) you would like to receive.

Business Exit: 20 Tips to Maximize Value
If you observe the tips in this guide, you will attract higher quality brokers and mergers and acquisitions professionals who can put your business in front of the most qualified acquirers.  By implementing these tips, you stand a better chance of receiving top dollar for your business.

How to Protect Your Largest Asset
Growing revenues and profitability will put more dollars in your pocket today.  Creating a sound infrastructure and a plan for sustainable increasing cash flow will result in personal wealth and long term financial security.  This guide outlines important steps to protect and grow your company and personal net worth. 

Discover Which Business Transition Strategy is Right for You
There are 34 ways to leave a business.  You only get one chance to do it right.  Before deciding on a transition method, you owe it to yourself to consider all your options and the potential results of each one. This guide will help you focus on the critical steps in this complicated process.