Blog tagged as Succession Planning

Don't mistake a successful transaction for an optimum transition. One closes a deal. The other accomplishes your actual goals—which might be price, legacy, employees, tax efficiency, speed, or something else entirely. Here's how to tell the difference.

Most business owners already know what's broken — they just can't fix it. After 30+ years in manufacturing and distribution, Darren Traub reveals why clarity beats information every time, and how his Five Business Laws turn that gut feeling into real results.

The most satisfied business sellers aren't the ones who got the highest price—they're the ones who negotiated for outcomes that truly matter. Discover the 5 non-financial factors that define a successful exit: legacy preservation, employee welfare, community impact, and personal purpose.

Even elite quarterbacks need coordinators to win. Your business transition deserves the same. M&A advisors provide strategic expertise, pattern recognition, and coordination that maximize value. Your "Chief" responsibility—don't leave your exit to chance.

Seller financing can boost your sale price, expand your buyer pool, and let you choose the right successor. The typical sweet spot is financing 5-20% with 5-10 year terms. Work with advisors to structure terms that protect your interests.