Recently, I joined Donna Carlson for her LinkedIn LIVE series, The Whole CEO, alongside two incredible women—Shara Hubert, a business broker with Transworld, and Angela Wilson, a financial strategist and Whole Wealth Coach. The conversation focused on something most CEOs delay until it’s too late: exit planning. I was honored to be part of
As a business owner, you probably have a number in mind for what you want to get from the sale of your business. A valuation gap exists when the number you have in mind differs from your business’s market value. For many business owners, exiting is the harvest of their most significant financial asset.
Middle-market business owners share a few common values and goals when planning the business exit strategy. These goals include ensuring a financially secure retirement and passing wealth to family members. They also want to ensure that they get the highest possible return on the sale or transition of their business. Additional goals include ensuring
