Build Grow Exit Insights

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

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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Making sure no calamity is fatal | Dan Weedin & Malcolm Lui

Dan Weedin, the President of Emerging Risk Solutions, shares how he helps business owners manage current and emerging business risks. Topics we covered include: – Making sure no calamity is fatal – Assessing vulnerabilities – Buying insurance – Monitoring new risk exposures – Handling supply chain disruptions– Insurance many owners don’t have, but should Dan

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Exit planning for $10m to $500m businesses | Jim Erben & Malcolm Lui

Jim Erben, the President and Founder of Erben Associates, shares how he helps business owners with their exit planning. Topics we covered include: – The true market value of your business – Knowing your number – Increasing the value of your business – Why they value businesses in-house – Minimizing owner centricity – The gap,

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Four steps to exit | Tom Bronson & Malcolm Lui

Tom Bronson, the Founder and Managing Partner of Mastery Partners, shares how he helps businesses get ready for a transition. Topics we covered include: – Their four step proprietary process to get businesses ready for a transition– Defining your exit strategy – Reducing owner dependency – Documenting your internal processes – Role reversals to test

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The only CVA in IT services | Reed Warren & Malcolm Lui

Reed Warren, the CEO of IT Valuations, shares how he helps IT service businesses with the valuation side of their exit planning. Topics we covered include: – How they are the only Certified Valuation Analyst in the IT service industry – Why their valuations are higher vs industry agnostic appraisers – How they represented both

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