Build Grow Exit Insights

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

Higher business value via PEO services | John Seybold & Malcolm Lui

John Seybold, the Market Manager of Employer Flexible, shares how he helps business owners with human resource aspects of exit planning. Topics we covered include: – The range of services provided by Employer Flexible – What they don’t do on the HR side – Common problems businesses have prior to transaction – How they helped

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Planning for the unanticipated | Carolyn Smith & Malcolm Lui

Carolyn Smith, the Senior Partner of C3 Financial Partners, shares how she helps business owners with reducing unanticipated risk through life insurance. Topics we covered include: – Examples of unanticipated risks – Documentation review, from napkins to attorney drawn – Why a business might require life insurance for owners and key employees – Structuring life

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Avoiding the tax traps of exits | Steven Bankler & Malcolm Lui

Steven Bankler, the owner of Steven Bankler, CPA, Ltd, and I discussed how his firm helps business owners with the accounting and tax aspects of exit planning. Topics we covered include: – The three most important things about accounting, taxes, and exit planning – The dollar impact of having the right tax strategy – Exit

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Selling your business to a non-profit | Randy Harig & Malcolm Lui

Randy Harig, the CEO of the Texas Research & Technology Foundation (TRTF), and I discussed how business owners can sell their business to non-profits like TRTF. Topics we covered include: – How company acquisitions will fund their community development projects – How and why they acquired a lumber company for their portfolio – Why the

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How a lawyer can help with your exit | James Rosenblatt & Malcolm Lui

James Rosenblatt, the President of the Rosenblatt Law Firm, and I discussed how his firm helps business owners with the legal aspects of exit planning. Topics we covered include: – Their client’s most common challenges – When to start exit planning – Separating IP and hard assets – Renegotiating existing agreements to make them attractive

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