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Top 6 Exit Strategies for Entrepreneurs: How to Plan a Successful Transition

Top 6 Exit Strategies for Entrepreneurs: How to Plan a Successful Transition

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

Most entrepreneurs focus heavily on launching and scaling their businesses, but give little thought to how they will eventually exit them. Yet, an exit strategy is one of the most critical components of long-term business success. It provides direction, preserves...
The Importance of an Exit Strategy for Small and Mid-Sized Business Owners

The Importance of an Exit Strategy for Small and Mid-Sized Business Owners

by Tommy Delello | Oct 21, 2025 | Business Exit Strategy

Every business owner will eventually exit. The question is: will it be on their terms? Most owners are so focused on day-to-day operations that long-term planning takes a back seat until something forces their hand. A sudden health issue, an unexpected offer, or a...
Tax Implications of ESOP vs Third-Party Sale: What You Need to Know

Tax Implications of ESOP vs Third-Party Sale: What You Need to Know

by Tommy Delello | Oct 14, 2025 | Business Exit Strategy

Approximately 75% of business owners regret selling their company within the first year, highlighting the consequences of rushed or poorly structured exits, not just financially, but emotionally and strategically.  Whether you are an advisor guiding clients or a...
How to Plan an Exit Strategy for Small & Mid-Sized Businesses?

How to Plan an Exit Strategy for Small & Mid-Sized Businesses?

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...
Best Exit Strategy for a Small Business: Which Option Is Right for You?

Best Exit Strategy for a Small Business: Which Option Is Right for You?

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...
How Exit Advisors Should Align to Better Serve Business Owners

How Exit Advisors Should Align to Better Serve Business Owners

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...
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