What buyers look for in a business and how to prepare comes down to transparent figures, consistent growth, and seamless daily operation. Buyers care about
Thinking of selling your business someday? Begin here by understanding the first steps that count. Most entrepreneurs start with simple business planning, but not many
Key Takeaways You should thoroughly verify the qualifications, certifications, and relevant experience of any exit planning service provider to ensure they are equipped to handle
Key Takeaways You need a more active, dynamic style of exit planning that begins from your business’s inception and evolves along with your company and
Key Takeaways You can achieve a smooth business exit by shifting your mindset from founder to seller, preparing emotionally and strategically for the transition, and
Key Takeaways You can significantly reduce your tax burden during a business exit by understanding the distinctions between capital gains, ordinary income, and state taxes,
Key Takeaways Consider your financial preparedness, your business valuation, your succession plan, and your timeline control in order to establish a solid exit strategy foundation.
Key Takeaways You risk significant financial loss and unnecessary stress by neglecting a structured exit plan, which can impact both your business valuation and your
Key Takeaways You gain by starting business exit planning sooner rather than later — it provides you time to increase value, mitigate risk, and align
Key Takeaways It’s not just for the big businesses anymore—startups need an exit strategy too. Fostering an exit mentality from the outset empowers you to
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
