Category: Exit Strategies

Transitioning Your Business? 11 Do’s and Don’ts

The day to transition the business to a new owner will surely come, whether if by default or by purpose. Overall, just 25% of business owners have done serious succession planning.  The reality is that many owners probably won’t be able to sell their businesses when they’re ready, because they’re not taking proactive steps towards… Read more »

8 Easy ESOP Lessons

Most business owners know that ESOP stands for Employee Stock Ownership Plan, but don’t know much about them other than many myths that surround the very under-utilized option. My friend Josh Patrick at Ask Josh Patrick just published a great 7-minute video to help business owners to decide on whether they should consider an ESOP… Read more »

B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Source: MorningStar.com Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for… Read more »

What Has She Been Doing?

In the last year, I transitioned out of my banking career and into an entirely new direction with B2B CFO®. It has been very rewarding, and I really feel that I have found my calling. What I loved about my job as a CFO of a bank was being able to help business owners. Seeing… Read more »