The Coming Transition in Manufacturing Ownership: Risks and Opportunities

Over the next decade, a massive shift will occur in the ownership of American manufacturing companies. An estimated 70% of privately-owned manufacturers, worth $10 billion collectively, will change hands as baby boomers retire. This presents both risks and opportunities for the future of manufacturing. The Risks With the boomer generation aging out, 60% of family-owned…

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The Duality of Owner Roles Pre- and Post-Sale

Embarking on the journey of exit planning is a pivotal moment for any business owner. It’s a process laden with decisions, strategies, and considerations that extend far beyond the mere transaction of selling a company. Among the crucial aspects to ponder upon is the owner’s role, both before and after the sale. This duality demands…

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Maximizing Returns: Mastering Net Proceeds Allocation

Exiting a business marks a significant milestone in an entrepreneur’s journey—one that demands careful consideration and strategic planning. As you prepare to part ways with your business, one crucial aspect that requires meticulous attention is the allocation of net proceeds. How you distribute the sale proceeds can significantly impact your financial future, tax liabilities, reinvestment…

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Passing the Torch: Assessing if the Next Generation is Ready to Run the Company

Exit planning is an exciting and important phase for any business owner. Whether retiring, transitioning to a new venture, or simply looking to pass on the legacy, the question of who will take the reins of the company looms large. For many entrepreneurs, the natural choice seems to be entrusting the business to the next…

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Sorting Out Liabilities in Exit Planning: Buyer Assumptions vs. Seller Retentions

Exit planning is an important phase in the lifecycle of any business. Whether you’re a founder looking to retire or a company seeking to divest a division, navigating the complexities of transferring ownership involves meticulous consideration of various factors, including liabilities. Among the myriad aspects to manage, understanding which liabilities are assumed by the buyer…

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Successfully Executing a Management Buy-Out

Embarking on a Management Buy-Out (MBO) is a strategic move that requires careful planning, adept leadership, and a clear vision for the future. Successfully executing an MBO is a significant achievement that can reshape the trajectory of a business. In this comprehensive guide, we’ll delve into the key steps and considerations involved in navigating the…

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The Ins and Outs of Carved-Out Assets in Exit Planning

Exit planning is a critical phase for business owners looking to sell their enterprises and move on to the next chapter of their lives. Among the myriad considerations in this process, understanding carved-out assets is a pivotal element that can significantly impact the deal. In this blog post, we will delve into the concept of…

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Seller Financing and Earn-Outs: Are One of These Strategies Right for You?

Exit planning is a crucial aspect of any business strategy, requiring careful consideration and strategic decision-making. As a business owner looking to sell your company, one key element that often comes into play is the question of seller financing and earn-outs. In this blog post, we will explore the significance of these financial arrangements and…

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Weighing Options: Asset Sale vs. Stock Sale – Making the Right Move in Exit Planning

Exit planning is an important phase for business owners looking to transition out of their companies, whether due to retirement, a strategic shift, or other reasons. One of the key decisions in this process is determining the structure of the sale – asset sale or stock sale. Each option comes with its own set of…

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Exploring the Advantages of Management Buy-Outs

Exit planning is a critical phase in the life cycle of any business, marking the transition from ownership to the next chapter. Among the myriad exit strategies available, a Management Buy-Out (MBO) stands out as an intriguing and strategic option. In this blog post, we’ll explore the concept of Management Buy-Outs and delve into their…

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