The Exit Planning Review™

The Exit Planning Review™ is an advertising-free eNewsletter that is designed solely for privately held business owners. This highly informative eNewsletter will arrive in your e-mail inbox twice each month and contains timely information specifically designed to help you plan a successful exit from your company. The newsletter covers a range of exit planning topics such as third party sales, insider succession planning, wealth preservation, employee incentive plans and various tax issues. Sign up today to receive The Exit Planning Review™. View a complete directory of all back issues.

Issue 165: Fraud - Do you know it when you see it?
The subject of employee dishonesty is a delicate one. Owners generally want to trust their employees, and given all the other battles owners fight on a daily basis, they are often not as vigilant as they can or should be. Vigilance requires an investment of time and money in return for an uncertain payoff. So let's look at a typical fraud scenario. [read more]

Issue 164: Preserve and Protect Your Business On All Fronts
We kicked off our discussion with the final item - creating value - because today, most owners are so focused on cutting expenses and minimizing risk and taxes that they've ignored their ultimate goal: creating a company with enough value to leave it for an amount of money that will support them - in style - for the rest of their lives. [read more]

Issue 163: Tough Times Crown Cash Flow As King
In the previous issues of this newsletter, we outlined two of the four areas where business owners who want to both survive in today's economic climate and emerge from it poised for growth (or sale) can focus their energies. As you may recall, the areas we have already talked about are creating value and creating revenue. Today, we discuss the third area: quantifying cash flow. [read more]

View a complete directory of all back issues