Myth: “My CPA will tell me when it is time to start planning for my business transition.” (Replace CPA with “attorney,” “financial planner,” or “insurance professional” and the myth remains intact.)
Fact: Your advisors, be they CPA’s, attorneys, Financial or Insurance Professionals, may not initiate planning discussions primarily because you have not told them you are [...]
Posts Tagged ‘transaction intermediary’
Who will help you build your Exit Plan?
Posted on December 1st, 2009 by Bay Area Business Sales
Filed under: Exit Planning Team, Exit Strategy, Personal Wealth
Going It Alone
Posted on November 5th, 2009 by Eric Nielsen
Filed under: Exit Strategy, Transferring Business Ownership
So what if you’ve never sold a business before? You know what you want from the sale of yours. You know your business better than anyone else. Who better to lead the charge than you?
Don’t mislead yourself. You may be the worst possible person to sell your company.
Why? You may be the person most attached [...]