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  • Homepage
    • Our Team
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    • CBEC Code of Ethics
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Why Long-Term Exit Planning Works: A Deep Dive Into a 7-Year Owner Success Story

Why Long-Term Exit Planning Works: A Deep Dive Into a 7-Year Owner Success Story

by Tommy Delello | Dec 15, 2025 | Business Exit Strategy

The IEPA recently hosted a conversation with Tim O’Neill, former owner of Greenwood Emergency Vehicles, that demonstrates the real work behind a successful business exit. His story is a clear example of how exit planning, when done correctly, shapes an owner’s future....
The Important Role Insurance Plays in a Successful Business Exit

The Important Role Insurance Plays in a Successful Business Exit

by Tommy Delello | Dec 15, 2025 | Business Exit Strategy

One critical and often overlooked component of exit planning is insurance. The right insurance strategies do not just protect against risk; they can preserve enterprise value, smooth the transition for successors, and safeguard the owner’s personal wealth post-exit....
Taking Inventory of Your Health: The First Step to a Fulfilling Life After Business Ownership

Taking Inventory of Your Health: The First Step to a Fulfilling Life After Business Ownership

by Tommy Delello | Dec 6, 2025 | Business Exit Strategy

For many entrepreneurs, their business has been the center of their world for decades. Early mornings, late nights, and years of sacrifice have built a successful company that they can now monetize, but as they approach selling, transitioning, or stepping away, one...
Case Study: How David Weekley Structured His Business Exit and Legacy

Case Study: How David Weekley Structured His Business Exit and Legacy

by Tommy Delello | Dec 6, 2025 | Business Exit Strategy

A Founder’s Vision for Longevity Over Liquidity  In 1976, at just 23 years old, David Weekley left a conventional builder’s career path to forge his own. When his supervisor offered him a company car instead of the bonus he had earned, Weekley chose independence. He...
How Non-Qualified Deferred Compensation Plan (NQDC) Plans Strengthen Business Sales

How Non-Qualified Deferred Compensation Plan (NQDC) Plans Strengthen Business Sales

by Tommy Delello | Nov 27, 2025 | Business Succession

For many business owners, their company represents their life’s work and their largest financial asset. Yet when it comes time to plan an exit, few owners have the right strategies in place to maximize value, retain key talent, and ensure a smooth transition. One...
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Recent Posts

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  • Comprehensive Business Valuation & Exit Roadmap: What Every Owner Needs Before Planning a Transition
  • Global Exit Primer: The Best Succession Planning Strategies for Multinational Business Owners
  • How to Maximize the Tax Efficiency of Your Business Exit

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