• Mergers and Acquisitions/Exit Planning - QuickRead Top Story

    Options for Business Owners Exploring Exit Opportunities: Looking to Reduce Risk, and Increase Liquidity

    April 8, 2026

    Business owners have a myriad of business exit options. In this article, the author posits that selling the business may not be the best option, and discusses the options business owners may want to consider to suit their goals. The Moment You Start Thinking About an Exit It usually starts quietly. A colleague hangs up the proverbial hat and heads somewhere warm after you bought their book of business in a take-it-or-leave-it deal because you thought it would give you the boost to meet your financial goals. You watch a competitor get acquired by another competitor or bought out by…

  • QuickRead Top Story - Valuation/Appraisal

    Book Review

    January 13, 2021

    The Art of Business Valuation: Accurately Valuing a Small Business This is a book review of The Art of Busines Valuation: Accurately Valuing a Small Business. This book is a guide and desk reference for valuing businesses under $10 million in revenues. The primary question answered in the book is: How do we as business valuators, business brokers, accountants, lawyers, owners, and other interested parties prepare, review, evaluate, or use an accurate business valuation for small and very small businesses in a difficult environment? A business valuation is not just a matter of applying techniques, it has to make sense.…

  • Mergers and Acquisitions/Exit Planning - QuickPress

    Ten Hard-Earned Lessons About Selling a Business —New York Times

    January 31, 2013

    “You’re The Boss” Author Josh Patrick Suggests Business Owners Use Credentialed Advisers Who Work Only for You, Employing Intermediaries, Developing a Personal Financial Plan, More.  Josh Patrick is a founder and principal at Stage 2 Planning Partners, where he works with private business owners on creating personal and business value.  Recently he offered some recommendations about selling a business at the New York Times “You’re the Boss” blog.   Here are five of the “hard-earned” lessons he passes on.