It happens in every CPA’s practice. A long-term client — someone you’ve worked with for eight, twelve, fifteen years — calls and says: “I’ve been thinking about selling the business. I want to talk through what that looks like.” And right there, in that moment, your response determines whether you remain at the center of […]
Here is one of the most consequential decisions in your entire business sale — and most sellers don’t know it exists until their attorney brings it up two weeks before closing. Asset sale or stock sale? It sounds like a technical distinction that lawyers and accountants worry about. It isn’t. It’s a structural choice that […]
Here’s a scenario that plays out constantly across the business sale advisory world: A business owner has been working with an exit planner for 18 months. They’ve done a readiness assessment, built a value improvement roadmap, cleaned up the financials, and reduced owner dependence significantly. The business is genuinely more valuable than when they started. […]
The most successful exit planning advisors — the ones who have built sustainable practices with consistent deal flow and genuinely satisfied clients — share one characteristic that has nothing to do with technical expertise. They don’t work alone. They’ve built what we call a referral engine: a structured, intentional network of complementary professionals who refer […]