by Tommy Delello | Sep 5, 2025 | Business Exit Strategy
Exiting your business isn’t something you can “figure out” as you go. It’s a primary, multi-step process that demands thoughtful planning, strategic decisions, and timing. While most companies consider exit planning at the start-up phase, they fail to update it as the...
by Tommy Delello | Aug 22, 2025 | Business Succession
Arguably, the most crucial phase in the life of a business is the one in which the business owner is often the least prepared for: their succession and exit from the business. Whether succeeded by a family member, management team, the company’s employees (via an...
by Tommy Delello | Aug 20, 2025 | Business Succession
A significant hurdle that must be cleared before any business sale or succession is eliminating the business’s reliance on the exiting owner. A 2023 U.S. Exit Planning Association study found that only 2 out of 10 business owners believe their business could operate...
by Tommy Delello | Jul 28, 2025 | Risk Management
When a business approaches a sale or ownership transition, the focus often falls on numbers—valuation, multiples, and tax implications. But beneath the financial modeling lies a quieter, often underestimated threat: transition risk. This operational and structural...
by Tommy Delello | Jul 23, 2025 | Risk Management
Business transitions, whether a sale, merger, or succession, are complex events fraught with risk. Many owners focus on visible operational issues but overlook critical financial and legal risks that can significantly impact enterprise value, delay closings, or even...
