by Tommy Delello | Oct 7, 2025 | Business Exit Strategy
Over two-thirds of small and mid-sized business (SMB) owners in the U.S. will face a transition in the next 10 to 15 years, yet the majority have no exit plan in place. That gap puts decades of work at risk. Without a clear strategy, SMB owners can be pushed into...
by Tommy Delello | Oct 3, 2025 | Business Exit Strategy
Most small business owners assume they’ll sell when the time feels right, but the reality is very different. Studies show that 80% of owners who try to sell can’t close the deal on their terms. The problem here is the absence of a clear, intentional exit strategy for...
by Tommy Delello | Sep 24, 2025 | Business Exit Strategy
Advisors must collaborate on exit planning projects because no single advisor possesses all the expertise required to address the various financial, legal, business, valuation, tax, succession, retirement, and personal complexities of an exit. Collaboration ensures...
by Tommy Delello | Sep 18, 2025 | Business Exit Strategy
For business owners contemplating a future exit, whether through sale, succession, or merger, understanding your company’s Sustainable Growth Rate (SGR) is essential. SGR, sometimes referred to as G, reveals how fast a business can grow without jeopardizing its...
by Tommy Delello | Sep 17, 2025 | Business Exit Strategy
Owners often believe they’re years away from exiting, until reality intervenes. A health scare, an unexpected offer, or simple burnout can accelerate the timeline. And when that moment comes, the first question isn’t about legal paperwork or potential buyers. It’s:...
by Tommy Delello | Sep 10, 2025 | Business Exit Strategy
Most business owners are unprepared for the moment that matters most: their exit. Despite years of building value, developing teams, and adapting to market cycles, many owners reach a transition point without a plan. According to recent data, only 35% of businesses...