Previous Issues of the Exit Planner

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CREATING VALUE THROUGH COMBINATIONS
Investment Banker Joe Durnford explains how business combinations can create unforeseen value as they exit their businesses

  • DECEMBER 1999 -TOP TEN DEAL PITFALLS
    “I HAVE SEEN THE ENEMY AND HE IS US” POGO

    Transaction attorney Ned A. Minor describes the ten most common deal pitfalls that owners encounter when they sell their businesses. This issue is a “must read” for owners who want to know what dangers lay ahead in the transaction process-and how to avoid them.

THE END IS NEAR
Investment banker Joseph Durnford describes the impact the elimination of “pooling accounting” will have on the mergers and acquisition market.

  • OCTOBER 1999 – KEY EMPLOYEE INCENTIVE PLANS
    “KEEPING KEY EMPLOYEES ON BOARD WHEN YOU ABANDON SHIP”

    How do business owners who plan to sell their companies make sure that their key employees stay motivated and stay with the company during the transition? Author John Brown describes a workable stay bonus plan using case study and step-by-step instructions.
  • APRIL 1999 – AVOIDING DISASTER
    DUE DILIGENCE PITFALLS – CAN THEY BE AVOIDED?

    Investment banker, Stephen Dyke, and attorney, Anthony King, collaborate on this article to describe the most typical problems encountered during the due diligence phase of the business sale process. The authors offer business owners suggestions about avoiding or correcting these problems before they become “deal-breakers.”
  • FEBRUARY 1999 – SELLING OUT TO MANAGEMENT
    SELLING A BUSINESS TO KEY EMPLOYEES

    John H. Brown describes the four possible methods of selling a business to key employees. He uses a detailed case study to illustrate the method that best achieves an owner’s objectives.
  • DECEMBER 1998 – VALUE DRIVERS
    WHY BUYERS PAY PREMIUM PRICES

    In our most popular issue yet, investment banker, Joseph Durnford, and John Brown describe even key Value Drivers – characteristics of a business that either reduce ownership risk or enhance prospects for future growth. Implementing these Value Driver techniques improve your chances of receiving a premium price for your business.
  • OCTOBER 1998 – BENJAMIN FRANKLIN: EXIT PLANNER EXTRAORDINAIRE
    PRESERVE AND INCREASE BUSINESS VALUE THROUGH BUSINESS PLANNING

    Attorney Barbara J. Wells discusses several business planning strategies designed to protect and to increase business value including: examining form of business entity, identifying possible problem areas, motivating and rewarding key employees, ensuring continuity and estate planning for the business owner.
  • JULY 1998 – GODZILLA THE CONSOLIDATOR
    WHAT TO DO WHEN THE CONSOLIDATOR CALLS 

    Read this vital issue to learn “the rules” that put you – not the consolidator in control of the sale process.
  • FEBRUARY 1998 – INEVITABILITIES
    EXIT PLANNING 

    At some point, every owner leaves his or her business – voluntarily or otherwise. This issue discusses a proven seven-step Exit Planning process designed to maximize the business owner’s financial and other goals.
  • NOVEMBER 1997 – WHERE THE RUBBER MEETS THE ROAD
    C OR S CORPORATION: WHAT DIFFERENCE DOES IT MAKE?

    The best form of business entity (C or S) for tax purposes during a business’s start up and operational years may not be the best when it comes time to sell the business. Find out why and what you can do about it.
  • JULY 1997 – BEAUTY IS IN THE EYE OF THE BEHOLDER
    THE EYE OF THE BUYER
    This issue addresses the part of the Exit Planning process designed to help you hang on to as much of proceeds from the sale of your business as possible. Specifically, we look at the design, pros and cons of a Charitable Remainder Trust (CRT).
  • MAY 1997 – GIRDING YOUR LOINS AND MORE
    THE TOP THREE QUESTIONS BUSINESS OWNERS ASK BEFORE SELLING THEIR BUSINESSES

    In this issue transaction attorney, Ned A. Minor, answers the three questions most frequently asked by business owners who are contemplating selling their businesses.
  • MARCH 1997 – SAVING MILLIONS WHILE GIVING IT AWAY
    This issue addresses the part of the Exit Planning process designed to help you hang on to as much of proceeds from the sale of your business as possible. Specifically, we look at the design, pros and cons of a Charitable Remainder Trust (CRT).
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