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  • Mergers and Acquisitions/Exit Planning - QuickPress

    Fight the Nine Symptoms of Corporate Decline —Harvard Business Review Network Blog

    January 27, 2013

    Watch Out for Decreases in Communication, Respect, and Aspiration; Increases in Isolation, Negativity, Rifts.  Good News?  It Can Be Cured. Rosabeth Moss Kantor asks on the Harvard Business Review Blog Network:  How do you know a team, company, or country is on the slippery slope of decline and needs a culture shift?  She writes that she found nine universal warning signs of change-in-the-wrong direction in research for my book Confidence, which compared downward spirals with the momentum of success.  Watching out for these behaviors is the first step toward building better habits:

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  • Mergers and Acquisitions/Exit Planning - QuickPress

    Middle Market Leaders Weigh in On Fiscal Cliff, Recovery —President & CEO Magazine

    January 16, 2013

    U.S. Middle Market Leaders Express Preferences re: Spending, Debt, and Fiscal Cliff  The National Center for the Middle Market (NCMM) recently (early December 2012) conducted a survey of 1,000 U.S. middle market business leaders across all industry sectors and geographic regions to gauge their preferences for the outcome of the negotiations.  Here’s what they found:  

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  • Practice Management - QuickRead Top Story

    Avoiding Litigation over Buy-Sell Agreements

    November 20, 2012

    Business Owners Need to Establish Clear Guidelines for Future Buyouts with Their Partners John Markel explains that it’s critical for partners to put together a buy-sell agreement that establishes in specific detail the standard of value, the level of value, and acceptable methods for funding a buyout. Here’s why.

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  • Mergers and Acquisitions/Exit Planning - QuickPress

    Understand the Value of an Insurance Brokerage —Mercer Capital White Paper

    September 10, 2012

    Most Business Owners Understand Interim Cash Flows.  But Terminal Cash Flow May Be Most Important: More Detail on Standards of Value.  Lucas M. Parris at Mercer Capital has authored a white paper at Mercer Capital that posted last month titled Understand the Value of an Insurance Brokerage that guides consultants through the process of selling out, selling in [transferring ownership to heirs], putting together buy-sell agreements, valuations for financial reporting and other ownership transfer scenarios.      

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  • Mergers and Acquisitions/Exit Planning - QuickPress

    Four Specific Steps for Succession Success —JofA

    September 7, 2012

    Keys to Exit Excellence: Act Now, Begin the Grooming Process, Proactively Identify Potential Acquirers, and Create Value in Your Practice    Donald J. Korn writes in The Journal of Accountancy that it’s critical to be proactive in building an exit plan.  Here he talks to a number of experts on the topic—including NACVA member Marty Abo, who recently was featured in Smart CEO Magazine—and collects tips on best practices:

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