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Real insights for real life transitions.

Explore our latest thinking on succession, family conversations, exit timing, and more. Practical guidance and uncommon insight for wherever you are in the journey.
Planning Your Legacy
June 18, 2025
Selling to Family vs. Selling to a Third Party: What’s Best for Your Legacy?
The best path forward isn’t always obvious.
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Business Exit Strategy

How Far in Advance Should You Start Planning Your Exit?

The sooner you start, the more control you have over your exit.
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Business Exit Strategy

Business Broker vs. M&A Advisor vs. Exit Planning Partner: Which Do You Need?

Not all business advisors are the same. Understanding the differences can save you time, money, and frustration.
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Owner Wealth & Lifestyle

Retirement After Selling Your Business: How to Prepare for the Next Chapter

Most regrets are preventable with the right guidance early on.
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Family & Communication
Planning Your Legacy

Why Your Business Exit Is as Much an Emotional Decision as a Financial One

Successful exits happen when owners feel emotionally and financially ready.
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Business Exit Strategy

What Buyers Really Look For in a Business—and How to Make Yours Stand Out

Buyers care about more than just your numbers
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