Business Exit Newsletter

Companies are 54% Dependent Upon Owners: Insights Behind the Numbers

Companies are 54% Dependent Upon Owners: Insights Behind the Numbers

Recent Business Owner Survey Results: Companies are 54% Dependent Upon Owners, Insights Behind the Numbers In a recent release of findings from an ongoing research effort being conducted by Pinnacle Equity Solutions, Inc., a national leader in the emerging field of business transition planning, it was revealed

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The Myths of Easy Exits

The Myths of Easy Exits

The Myths of Easy Exits This newsletter addresses what many closely held business owners allow to get in the way of thoughtful long-term planning- the idea that exiting their business will be easy, or will just “turn out the way it is supposed to.”  This belief could

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The Problem with “The 5-Year Exit Plan”

The Problem with "The 5-Year Exit Plan"

The Problem with “The 5-Year Exit Plan” As a closely held business owner you likely “wear many hats” while operating, leading and growing your company. Each day brings new challenges and opportunities that require your focus, time and energy.  While working IN your business is important, you

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10 Pitfalls to Avoid with Succession of a Family Run Business

10 Pitfalls to Avoid with Succession of a Family Run Business

Are you operating a family owned business?  Do you have children involved in the business (or who will be) that you are considering “passing” the family business to?  If so, this article has a great deal of wisdom to share that could help you avoid mistakes that

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Seeing the Big Picture with Your Business Succession Planning

Seeing the Big Picture with Your Business Succession Planning

Save The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of

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Business Exit Plan Breakfast Summary

Business Exit Plan Breakfast  Summary

The Business Exit Planning event, Eat Toast or Be Toast, is right around the corner on Thursday, May 5th! For the business owners that join us, we will start important conversations about exit planning. The last several weeks we’ve introduced our thoughts on three important questions that we

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Why Do I Need a Business Exit Plan?

As a business owner, it is important to know the answers to a number of critical questions  before selling your business.  Some of these questions include: What is Succession Planning? What should Succession Planning embody? Is there a proven process I can follow to help me with

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How Do I Make a Business Exit Plan?

How Do I Make a Business Exit Plan?

What will we talk about at our Business Exit Event? One of the things that we’re looking forward to talking to business owners about at our Eat Toast or be Toast event on May 5th is how to make an exit plan as a business owner. There

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What is an Exit Plan?

What is an Exit Plan?

We want to talk about on what is a Business Exit Plan, how we approach this topic, and how we think about this important work for business owners. You hear a lot about Exit Planning, but often times the concept of what an Exit Plan should embody is a little bit foreign

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Business Exit Planning Breakfast Coming This Spring

Business Exit Planning Breakfast Coming This Spring

We’re excited to introduce an opportunity to small business owners to join us on May the 5th at 8 a.m. for an event we call Eat Toast or Be Toast. In this discussion is all about the options for small business owners and closely held business owners

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Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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