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...
by Tommy Delello | Sep 5, 2025 | Business Exit Strategy
Every business owner will exit their business someday; the only question is how. A transition is inevitable, whether a sale, succession, or shutdown. Yet, most owners still lack a plan. According to PwC, only 34% of business owners planning to sell in the next five...
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...