Category Archives: Exit Planning

Does Your Business Have a Buy-Sell Agreement?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Small and mid-sized business owners without buy-sell agreements increase risks of negative outcomes for their families, partners and employees should they unexpectedly pass away or become disabled. … Continue reading

Posted in Business Valuation, Buy-Sell Agreements, Buying a Business, CFO Services, Contract Negotiation, Exit Planning, Los Angeles, Selling a Business, Succession Planning | Tagged , , , , , , , , , | Leave a comment

How to Minimize Risks in Family Business Succession

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When considering passing their businesses to family members, owners should be aware of risk factors and understand how to minimize risks in family business succession. Succession risk planning … Continue reading

Posted in CFO Services, Estate Planning, Exit Planning, Family Businesses, Los Angeles, Risk Management, Succession Planning | Tagged , , , , , , , , | Leave a comment

A Financial Team’s Critical Role in Preparing Exit Strategy

This week’s post and linked full PDF are by Mark S. Becker, Partner, CFO Edge, LLC. A financial team’s critical role in preparing exit strategy is becoming more important as an increasing number of Los Angeles and Southern California business … Continue reading

Posted in Accounting & Finance Departments, CFO Services, Exit Planning, Los Angeles, Selling a Business, Succession Planning | Tagged , , , , , , | Leave a comment

The Impact of Generational Differences on Succession Planning

This week’s post and linked full PDF are by Howard Goldman, Partner, CFO Edge, LLC. With an increasingly large number of Baby Boomer business owners planning to retire, it is important to consider the impact of generational differences on succession … Continue reading

Posted in CFO Services, Employee Motivation, Employee Retention, Estate Planning, Exit Planning, Los Angeles, Succession Planning | Tagged , , , , , , , | Leave a comment

Estate Planning Strategy May Be Targeted by the IRS

This week’s post and linked article are by Michael K. Menerey, Partner, CFO Edge, LLC. Given U.S. population trends around the large number of boomers turning 65 years of age every day, many greater Los Angeles entrepreneurs and owners of … Continue reading

Posted in CFO Services, Estate Planning, Exit Planning, Los Angeles, Retirement Plans, Selling a Business | Tagged , , , , , , , , , , , | Leave a comment

The Value of Obtaining a Second Opinion

This week’s article is by Michael K. Menerey, Partner, CFO Edge, LLC. Many times we seek a second opinion in different areas of our personal lives, and it is just as important for executives to understand the value of obtaining a … Continue reading

Posted in CFO Services, Exit Planning, Financial Consulting Services, Los Angeles, Operational Analysis, Strategic Planning | Tagged , , , , | Leave a comment

10,000 Boomers a Day Hit 65: What This Means for Exit Planning

This post and linked full article are by Michael K. Menerey, Partner, CFO Edge, LLC. Of the 10,000 baby boomers turning 65 years old each day, many are business owners who are planning to exit their businesses in the relatively … Continue reading

Posted in Business Plans, CFO Services, Exit Planning, Strategic Planning, Succession Planning | Tagged , , , , , , , , , , , , | Leave a comment

Selling Your Business: Strategic Factors & Types of Buyers

Following up on our recent article, Seven Ways to Maximize Value – and Price – When Selling Your Business, we turn our attention to strategic factors and buyer types. A key element in attaining the maximum sales price in selling … Continue reading

Posted in CFO Services, Exit Planning, Merger & Acquisition Planning, Selling a Business | Tagged , , , , , , , , , | Leave a comment

Seven Ways to Maximize Value – and Price – When Selling Your Business

When they look at selling their businesses, most Los Angeles and Southern California business owners typically want to sell for the highest price possible. As buyers seek to increase the return on their investment, they look for companies with built-in … Continue reading

Posted in Business Valuation, CFO Services, Exit Planning, Merger & Acquisition Planning, Selling a Business | Tagged , , , , , , , , , , , , , | Leave a comment

Four Approaches to Business Valuation

For many Los Angeles and Southern California business owners, the idea of business valuation doesn’t even occur to them until they start thinking about selling their company or passing it on to their heirs But there are many reasons other … Continue reading

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