Every transition starts long before a formal plan. This guide helps founders open the door to honest, early conversations with their kids about the business and the future
Read MoreWhether you’re considering selling, raising capital, or passing the business on, you’re not alone. These articles are drawn from real conversations with business owners navigating the same decisions.
No hype. No fluff. Just perspective that helps you think more clearly.
If you want the business to stay in the family, it needs more than hope. This guide walks through how to talk, plan, and build toward a thoughtful transition.
Read MoreThe structure of your deal, not just the price, determines how much you really walk away with. This guide explains key components like earnouts, seller notes, and working capital, helping business owners plan for real outcomes, not just headline numbers.
Read MoreWhat’s your business worth? More importantly, what can you do to make it worth more? This article breaks down five key drivers that influence how buyers view (and value) your company.
Read MoreSelling your business is a milestone, but leaving it can feel like losing a part of yourself. In this reflection, I share what surprised me most after our sale, what I wish I’d done differently, and why preparing for life after the deal is just as important as the deal itself.
Read MoreLegacy doesn’t happen by accident. In Part 5, we make the case for stewardship as a choice and offer a roadmap for preparing your family with intention.
Read MoreTiming matters more than amount. This article explores setting expectations early, managing complexity, and deploying wealth with purpose, not hesitation.
Read MoreYou don’t have to give up control to start preparing your children for wealth. Part 3 shares five simple, proven ways to build financial readiness today.
Read MoreSudden wealth without context creates risk. Part 2 explains why heirs struggle and how to build financial “muscle memory” before the money arrives.
Read MoreMost business owners worry about creating entitled heirs. But avoidance causes more harm than access. Part 1 explores why preparation protects legacy.
Read MoreA deeply practical guide for business owners and family leaders navigating wealth transitions. Learn how to prepare your children, set expectations, and protect your legacy.
Read MoreWhen business owners think about selling, one of the first questions they ask is: “What will this cost me?” This article breaks down how M&A advisor fees actually work and what you’re really paying for when you hire the right partner.
Read MoreValuation isn’t just about earnings, it’s about how a buyer sees the next five years. In this article, we break down what actually drives value and why comparing your business to someone else’s “multiple” can lead you astray.
Read MoreWhen we asked business owners about their biggest challenge in selling, 60% said it’s the emotional hurdle of letting go. In this article, we explore why it’s so difficult to step away — and how to prepare yourself for this inevitable part of the journey
Read MorePreparing your business for sale isn’t just about finding a buyer—it’s about setting the stage for a successful transaction. From financial cleanup to operational improvements and legal readiness, these steps will help you maximize value and ensure a smooth sale.
Read MoreThis practical guide breaks down the M&A process into six clear steps, from planning and valuation to negotiation and closing. Designed for business owners preparing for a sale, it outlines what to expect at each stage and how the right advisors can help ensure a successful outcome.
Read MoreOverreliance on the owner, especially for revenue, is one of the most common reasons businesses are undervalued or deals fall apart. Learn how to reduce key person risk and increase buyer confidence.
Read MoreSelling a family business brings new opportunities and new responsibilities. This article outlines how to manage post-sale liquidity with the same discipline used to build the business, ensuring the long-term preservation of wealth, values, and family alignment.
Read MorePeninsula Road advised Alliance Strategies on its expansion into Canada by acquiring a specialized agency. This cross-border transaction reflects how strategic buyers use M&A to grow their footprint, capabilities, and client access in competitive markets.
Read MoreAre you considering selling your family business? Discover the essential guide to navigating this significant decision. From preserving your legacy to planning for the future, unlock the insights and strategies you need for a successful transition.
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