As a business owner, a plan for determining the ownership of your business is not optional. If you become disabled, medically unable or suffer any other life-altering condition that would prevent you from maintaining control over your business, who would take over? Do you have someone in mind? Does that person know? Do you have a succession plan?

Newsletters on Succession Exit Planning brought to you by Mark Albrecht:

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2020 Newsletters

• 4/7/2020 Smoothing Out Friction Between Business Owners
• 3/17/2020 How To Be Sure You Are Leaving Your Business in Good Hands
• 3/04/2020 Thinking of Selling Your Business to an Employee?
• 2/18/2020 Which Planning Process is the Best Fit For You?
• 2/04/2020 Strategies for Reducing Risk and Improving Outcomes
• 01/22/2020 The 7 Cs of Planning Success
• 01/07/2020 3 Ways to Position Yourself and Your Family for Future Success

2019 Newsletters

• 12/17/2019 Why Defining Goals is Important and How to Do It
• 12/03/2019 If You Love What You Do, Why Should You Make Plans to Leave?
• 11/19/2019 Must You Fire Your Managers to Grow the Business?
• 11/05/2019 How Do Business Performance and Health Affect Your Planning?
• 10/15/2019 How Long Does Planning For Your Business’ Future Take?
• 10/01/2019 What You May Get Wrong About Business Valuations
• 09/17/2019 Optionality and Plans for Your Business Future
• 09/03/2019 Shaping Your Plans For a Successful Future
• 08/20/2019 Successful Planning Starts Much Earlier Than You Think
• 08/06/2019 Fairness and Equity Among Family Members
• 07/16/2019 2 Self-Made Problems That Can Harm Your Planning
• 07/02/2019 Turning a Lifestyle Business Into a Business Enterprise
• 06/18/2019   A Planning Process for Future Success
• 06/04/2019  Protecting What You Care About:Business, Family & Employees
• 05/21/2019   Maintaining Control, Minimizing Risk, and Rewarding Your Best Employees 
• 05/07/2019   Whether You Sell Your Business or Not, the Planning Is the Same
• 04/16/2019   3 Things That Can Build Future Business Value
• 04/02/2019   Why make Your Business More Valuable Without You?
• 03/19/2019    Is Your Business Worth as Much as You Think?
• 03/06/2019   Working Backward: 3 Questions to Ask About Your Planning
• 02/19/2019    Incentivizing Your Best Employees to Stay
• 02/05/2019   3 Things to Remember About Third-Party Sales
• 01/15/2019     How Business Owners Are Approaching Their Futures
• 01/01/2019     How to Leverage Your Strengths in a Business Exit

2018 Newsletters

• 12/04/2018     Why Maintaining Planning Momentum Is Important
• 11/20/2018     Are You Being Your Own Worst Enemy? 
• 11/07/2018      Reducing Risk Can Build Value
• 10/17/2018      What Business Owners Assume About Financial Planning Hurts Them
• 10/03/2018     Death Can Ruin Your Plans
• 09/18/2018     What Exit Planning Can Do for You
• 09/05/2018     Even If You Never Plan to Exit Your Business, Exit Planning Can Still Help
• 08/22/2018     Why You’ll Need an Advisor Team
• 08/07/2018     Getting the Results You Want
• 07/17/2018      3 Benefits of Written Exit Plans
• 07/03/2018     What’s So Important About Planning
• 06/19/2018     Balancing Your Goals With Your Family Goals in Family Transfers
• 06/05/2018    The Dangers of Transferring to Children Without Planning
• 05/15/2018     Unforeseen Challenges to Third-Party Sales
• 05/01/2018     Building Business Value Through Exit Planning
• 04/17/2018     The Two-Pronged Approach to Exit Planning
• 04/03/2018    How Emotion Affects Your Business Exit
• 03/20/2018    The Importance of Setting an Exit Date
• 03/06/2018    Handling the Early Stages of Exit Planning
• 02/20/2018    Does Exit Planning Protect Business Value?
• 02/06/2018    When Key Employees Stall Your Exit
• 01/16/2018     Knowing What You Have to Get What You Need
• 01/02/2018    Setting Exit Goals for the New Year

2017 Newsletters

• 12/19/2017     Estate Planning: A Small Slice of a Bigger Pie
• 12/05/2017     Business Continuity Instructions: Guiding Your Family, Even After Death
• 11/21/2017      What Could Go Wrong When Transferring Ownership to Employees?
• 11/07/2017     Avoiding Unwanted Surprises
• 10/17/2017     For Business Exits, Being Inconsequential Is Of Great Compromise
• 10/03/2017    Minimizing Threats to Business Value
• 09/19/2017    How To Increase Your Business’ Value Using Value Drivers
• 09/05/2017   An Estimate of Future Company Cash Flow
• 08/15/2017    Why Setting Goals Is Important, Even If They Change
• 08/01/2017    Protect Against the Pain of Exiting Your Business
• 07/18/2017    Which Comes First? Estate Planning or Exit Planning
• 07/04/2017   Death and Taxes vs. Preserving Wealth: The Final Exit Planning Contest
• 06/20/2017   Business Continuity Planning for Co-Owners
• 06/06/2017   Maintain Control, Save on Taxes, and Set Fair Value Using Buy-Sell Agreement
• 05/16/2017    Preparing For the Worst: Business Continuity Planning For Sole Owners
• 05/02/2017   The Essential Business Agreement: A Business Continuity Agreement Among Owners
• 04/18/2017   Avoiding Disasters in Insider Transfers
• 04/04/2017  Elements Of A Plan To Sell To Insiders
• 03/21/2017   Are You And Your Company Candidates For A Third Party Sale?
• 03/07/2017  Sticking a Toe (or Two) in the Exit Planning Pool
• 01/03/2017  Selecting Your Exit Goals

2016 Newsletters

• 12/20/2016  Failure To Plan Has A Price
• 11/15/2016   The Impact of Value Drivers on Sale Price
• 11/01/2016   Does Value-Building Equal Exit Planning?
• 10/04/2016  First Things First: Prioritize Your Objectives
• 09/20/2016  Why Exit Planning? Why Now?
• 09/06/2016  Former Business Owners Express No Regrets About Selling Out
• 08/16/2016  Is Exit Planning Worth the Time and Money?
• 08/02/2016  Navigating the Choppy Waters of a Sale to a Third Party
• 07/19/2016  Exit Your Business Without Leaving It
• 07/05/2016  An Agreement Is Not A Plan
• 06/21/2016  Equality and Fairness in Transfers to Kids
• 06/07/2016  Value Doesn’t Grow On Trees…Or Does It?
• 05/17/2016  Death And Taxes vs. Preserving Wealth – The Final Exit Planning Contest
• 05/03/2016  What To Expect From A Buyer
• 04/19/2016  Characteristics of Bonus Incentive Plans
• 04/05/2016  Looking for Financial Clues to your Exit Readiness
• 03/15/2016  Loss of Key Talent – You The Owner
• 03/01/2016  My Lawyer Told Me Not To Do It
• 02/16/2016  Bonus Incentive Plans for Employees: What’s the Point?
• 02/02/2016 Creating Value in Your Business to Get Top Dollar When You Leave It
• 01/19/2016  What Does Your Business Value Tell You?
• 01/05/2016  A Race Against Time

2015 Newsletters

• 12/15/2015   So You’re Never Leaving…Got A Plan For That?