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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...
How Business Owners Can Prepare for a 2026 Exit with The OBBBA’s Updated Tax Rules

How Business Owners Can Prepare for a 2026 Exit with The OBBBA’s Updated Tax Rules

by Tommy Delello | Nov 26, 2025 | Business Exit Strategy

Business owners preparing for an exit in 2026 face a unique planning environment shaped by The One Big Beautiful Bill Act (“OBBBA”). The legislation introduces new tax rules, modifies deductions, expands exemptions, and adjusts planning windows, which can...
Real-Life Business Exit Case Studies: The Takeaways for Certified Business Exit Consultants (CBECs)

Real-Life Business Exit Case Studies: The Takeaways for Certified Business Exit Consultants (CBECs)

by Tommy Delello | Nov 25, 2025 | Business Exit Strategy

Every successful business exit tells a story of strategy, timing, and the delicate balance between value and legacy. For Certified Business Exit Consultants (CBEC®), studying real-world cases reveals how thoughtful planning can lead to outcomes that satisfy both...
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