About This Website

We designed this website to serve as a “primer” covering the intricacies of exit planning and the importance of building value in a company prior to an exit. This site is intended for business owners, entrepreneurs, investors in privately-held companies, and their advisors – accountants, attorneys, wealth managers, and other specialists.

Our objective is to present substantive information and to strike the right balance that goes beyond sound bites and teasers while staying out of the weeds with too much detail. We cover a lot of material because exit planning and transitioning the ownership of medium-sized companies is a complex undertaking with a lot of moving parts. There is also a lot riding on the ultimate outcome. Our belief is that better decisions are made by those who are well informed. Let us know how we are doing (click here).