Market timing is critical when establishing a succession plan. We had a client who started this preparation in 2009, during the down turn in the oil and gas industry. He had a successful machine shop. His priorities where to get everything in order to execute a transaction when the market turned around.

Are you considering transferring ownership in your business to your staff, a family member or third party?

Accounting cleanup is necessary for various types of financial activities. Our focus, in this article, will be for mergers and acquisitions and due diligence.

I can't recall just how many times I've heard, I will not take anything less for my business than X dollars.  I believe this is ego talking.  Everyone should have a number of what it would take to start the next chapter in their life.