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It takes a village...
August 19, 2014
If you’ve been following our blog, you’ve probably seen a number of posts over the last few months about exit planning, a complex topic that can be difficult to understand. Exit planning in its simplest…
Are you for real? Are you ready to sell?
August 13, 2014
Selling your business is a big decision and requires a lot of thought and planning. How mentally and financially ready are you to sell your business? When are you seriously thinking about selling? Do you…
Exit planning: 5 steps
May 23, 2014
In the simplest of terms, exit planning can be broken down into five steps. Along with the help of a trusted, experienced financial and investment advisor, any business owner can create an exit plan to…
Financial & Investment Expert Joseph M. Maas Publishes First Book, Exit Insight: Getting to "Sold!"
May 1, 2014
Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, a Principal and Investment Advisor with Seattle-based Synergy Financial Management, LLC, has published his first book, Exit Insight: Getting to “Sold!” Active for…
Exit Planning: Where do you want to be in five years?
December 27, 2010
Business owners, where do you want to be in five years? Do you have a plan to get you there?
Exit Planning: Setting Three Principle Exit Objectives
November 15, 2010
When planning to exit your business, it is critical to define the three principal exit objectives: cash, time line and buyer.