By John Chionchio, Partner — WealthPoint Business Advisory Services If you own a successful privately held business, you’ve probably spent years learning how to
Business Value Transfer
Clients who rush a sale to beat a possible tax change can lose more in business value than they would ever save on taxes.
When a client agrees to seller financing, they become a lender to a business they no longer control, and that shift is a credit
The purchase price a client agrees to rarely survives to closing unchanged, and working capital is one of the most common reasons it moves.
The Signature That Takes a Seller Off the Market: What Advisors Need to Know About Letters of Intent
The Signature That Takes a Seller Off the Market: What Advisors Need to Know About Letters of Intent Most of a letter of intent
A few years ago, I asked a founder who had sold his company for $2 billion a question I assumed he would have already
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
Choosing a buyer is not simply a transaction decision. For an owner preparing to exit, buyer type can shape valuation, deal structure, post-closing obligations,
I thought this might be useful to fellow XPX members working with founders and families during succession. The article looks at a familiar problem:
The first buyer of Mariana and Ivan Polić’s aerospace manufacturing company saw something the founders couldn’t yet see. The business was impressive. It operated
The first serious buyer of Mariana and Ivan Polić’s aerospace manufacturing company did not question whether the business had procedures. The company operated in
When a business is getting off the ground, managing HR internally often feels like the right decision. Business owners wear multiple hats, office managers
Many business owners believe that preparing for an exit begins when they decide to sell. In reality, the most successful transactions are usually the
Over the past decade, I’ve had more than 3,500 conversations with founders through podcast interviews, discovery calls, advisory engagements, and coaching sessions. Those conversations
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Every business owner has someone in mind when asked, “Who will lead this company next?” The answer usually comes quickly. “Our VP of Operations.”
Before a buyer ever sees the CIM, they’ve looked the company up. Probably more than once. They’ve been on the website. Scrolled the owner’s
By John Chionchio, Partner — WealthPoint Business Advisory Services If you’re a successful business owner, one of the most important financial decisions you’ll make
By John Chionchio, Partner — WealthPoint Business Advisory Services If you own a successful privately held business, you’ve probably spent years learning how to
Most of what discounts a business comes with someone assigned to fix it. Messy financials get a CPA. Legal exposure gets an attorney. A
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