To decide if you should sell, merge, or transfer ownership depends on your goals, current business state, and future plans. All three options have their
To scale sustainably before you sell is to scale a business so that costs, staff, and resources are in line with actual profits and demand.
Exit planning works best when it starts well before an actual sale. This 2-5 year timeline provides just enough room to grow value, patch gaps,
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
How to increase your business valuation before exit is about identifying opportunities to demonstrate stronger growth, more stable earnings, and clear market fit to buyers
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,
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.
