Build Grow Exit Insights

How top business advisors help their clients build, grow and exit their businesses

Nickels vs dollars | Ladd Hirsch & Malcolm Lui

Ladd Hirsch, a Partner at the Dallas office of Bradley, shares how he helps with business divorce. Topics we covered include: – Nickels at the front, or dollars at the back – Why having an exit agreement at the beginning is important – Valuing a private company and a minority stake in such companies –

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Looking forward | Tim Geppert & Malcolm Lui

Tim Geppert, an Advisor with VACO, shares how he helps businesses use financial information to operate their business more profitably. Topics we covered include: – Using financial info to operate your business more profitably – Focus on your current challenges – Succession plans for family businesses – Looking backward vs looking forward – The accuracy

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Understanding your capital stack | Ali Partovi & Malcolm Lui

Ali Partovi, the Owner and Founder of Partovi Companies, shares how his firm invests in commercial property. Topics we covered include: – Understanding the deal, the financing, and your capital stack – Having operational excellence – Your exit strategy when you purchase the property – Understanding the term of your loan – When you want

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Avoiding the gotcha’s | Bob Gibbons & Malcolm Lui

Bob Gibbons, a Real Estate Advisor and Tenant Advocate at REATA Commercial Realty shares how he helps businesses with their corporate real estate needs. Topics we covered include: – How corporate goals and objectives impact your real estate needs – The importance of having an advocate and a commercial real estate attorney on your side

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Succession planning in advance | Kim Moore & Malcolm Lui

Kim Moore, a Shareholder at Business Financial Group, shares how he helps business owners with succession planning. Topics we covered include: – Why business owners should think about succession even if they have no plans selling any time soon – The time frame of when they might sell their business – Who they are likely

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Letters of Intent | John Sherwood & Malcolm Lui

John Sherwood, a Partner at PRK Livengood, shares how he helps with commercial property transactions. Topics we covered include: – Getting specific on your letters of intent (LOI) – Don’t discount what’s in your LOI – Getting your attorneys involved early before signing your LOI – Required elements of LOIs – Additional challenges with out-of-state

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$10m to 10x tax savings | Thomas Jones & Malcolm Lui

Thomas Jones, the Senior Tax Manager at Sweeney Conrad, shares how he helps business owners with minimizing taxes and improve their outcomes. Topics we covered include: – The $10m to 10x tax benefits of qualified small business stocks – Stocks sales that are taxed as an asset purchase – Tax planning for future tax rate

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Evaluate, Plan, Update | Jim Ramborger, Chris Thom & Malcolm Lui

Jim Ramborger and Chris Thom, owners of Hagen Kurth Perman, share how they helps business owner with the tax and financial planning. Topics we covered include: – Evaluating the structure of their business and their plan – Plan implementation timeline – Outside stakeholders – Evaluating and updating the plan – Biggest and most common problems

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Always be preparing for an exit | Scott Craig & Malcolm Lui

Scott Craig, a Partner at Latham & Watkins, shares how he helps business owners prepare for, and sell their business. Topics we covered include: – Have a plan and goals – Don’t skimp getting advice from experts – How supplier contracts can interfere with an exit – Always be preparing for an exit – The

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Clean and ready to sell | Jeff Elder & Malcolm Lui

Jeff Elder, a Mergers & Acquisition Advisor at the International Business Exchange, shares how he helps business owners sell their business. Topics we covered include: – Is your house clean? – Are you ready to sell? – Have you planned to sell? – Fixing problems that concern buyers in advance – The 3 D’s: death,

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