Most business owners spend their careers managing risk. They think about customers, employees, lenders, taxes, regulations, and cash flow. Yet one of the most significant risks to a business often receives the least attention: what happens if the owner dies...
Before evaluating deal structures, tax implications, or valuation multiples, business owners need to answer a simpler question: what does success look like after the deal closes? Two founders walked into our office a while back. They owned a SaaS and consulting...
An internal business sale can be one of the most rewarding succession strategies available to a business owner. It can solve several problems at once, preserving culture, creating continuity for clients and employees, and providing the opportunity for a gradual...