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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 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...
What Is a Business Continuity Management Plan? A Complete Guide

What Is a Business Continuity Management Plan? A Complete Guide

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

According to data cited in a business continuity survey, 90% of businesses that are unable to resume operations within five days after a disruption fail within a year.    Additionally, among organizations without a business continuity plan, 75% fail within three years...
Business Exit Strategy Consulting: A High-Value Opportunity in Advising

Business Exit Strategy Consulting: A High-Value Opportunity in Advising

by Tommy Delello | Nov 7, 2025 | Business Exit Strategy

Most business owners are unsure of how or when they’ll exit. But they know they want to. In fact, 75% of owners say they’d like to exit within the next decade, yet few have done the planning required to turn that intention into a successful transition.  That...
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Recent Posts

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  • How to Maximize the Tax Efficiency of Your Business Exit

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