• Mergers and Acquisitions/Exit Planning - QuickRead Featured

    Want to Be Sure You Don’t Regret a Business Sale? Think Through These Seven Points

    Owners: Don’t Exit Before You’re Ready, Lock Yourself In, or Count on Future Consulting There is no single formula that will result in a happy retirement for business owners. Over 75 percent of business owners say they regretted selling their companies a year after the sale, according to a PwC study entitled “Whose Business is it Anyway?” But there are ways to improve the chances that consultants can help owners exit their business successfully and enjoy a rewarding retirement, writes Richard Jackim, attorney and co-founder of the Exit Planning Institute. Here are common exit planning mistakes consultants can help business…

  • Mergers and Acquisitions/Exit Planning - QuickRead Featured

    America’s Wealthiest People: Who are they?

    Who Are America’s Wealthiest People? Small- and medium-sized businesses are the engines that drive the American economy. An IRS study of everyone who died with a net worth of at least $600,000 (and thus was required to file an estate tax return) showed America’s wealthiest citizens all have one thing in common: they all held significant blocks of stock in closely held private companies.  In a nutshell, the surest way to get rich in America is to own a business. Want to know the actual numbers?   According to  IRS reports, over six million businesses file tax returns each year: 80…