Succession Planning Archives

The Associate Buy-in: 25%, 24%, 51% Method

Posted on October 11, 2018 (October 11, 2018) by admin

Having an associate buy into a company is often one of the most rewarding moments of the selling owner’s career. The Associate buy-in can take many forms, but one method we have advised and highly recommend is a staggered purchase of the following: Initial buy-in of 25% ownership 2nd buy-in at a later, predetermined date […]

What’s Your Exit Strategy?

Posted on September 17, 2018 (October 11, 2018) by admin

No matter where you are with your company – at the start-up phase, still growing, or at full maturity – it’s always important to keep the end in mind. Often, business owners wait too long to begin planning their exit strategies. We recommend using these 5 questions to get the conversation rolling to make a successful departure […]