Ideas & Stories

The Gold Standard for being “Investment Ready”

In an ideal world, business owners have me plan their exit strategy 5 years before a sale is even contemplated. It can be very rewarding to get this right! But the real world can be very different. Sometimes owners simply get tired of …
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Advisory Boards Evolve from Strategy Plans

Last year, a smart young (possibly disbelieving & skeptical) attendee at a Business Strategy Plan asked: “How can we ensure that these issues and the actions arising from this Strategy Plan will be enacted upon”? Excellent question. She …
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A Practical Guide to Post-Business-Exit Planning

Imagine the excitement that accompanies the sale of business process. You have worked so hard to build your business to become Investment Ready.  Years of preparing the succession and sale.  Then the sales program.  Negotiating with the would …
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Using equity as a carrot to keep your best people.

Are you really ready for a ‘partnership’? What steps can you take to optimise success? What price? What terms? How will they pay? So many questions! Perhaps with the general exception of family businesses, sharing equity in a business has …
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