Due Diligence in Your Business Estate Plan

Due Diligence in Your Business Estate Plan

In the first phase of your Business Estate Plan, the first step is preparing presentable due diligence. Why is this step so vitally important? Presentable due diligence is simply the foundation for Value Maximization. It is the preparation and analysis of everything...
Your Business Estate Plan Checkup

Your Business Estate Plan Checkup

It’s time for your annual checkup! No, not another trip to the Doctor’s office to ignore their advice again! It’s time to check your Business Estate Plan! Where do you start? At the beginning with Phase I, of course! Conduct Presentable Due Diligence...
How Much is Your Business Worth?

How Much is Your Business Worth?

Congratulations! You’ve made the decision to transition your business and move on to the next chapter of your life. Among the many questions you’ll need to answer is – how much? At what price are you willing to sell your business? You’ve...
Generational Transitions for Baby Boomer Businesses

Generational Transitions for Baby Boomer Businesses

There are 12 million baby boomer business owners in the US … and many are about to retire. Economists estimate trillions of dollars will change hands in the process. If Arizona’s share of those baby boomer businesses is the same as the state’s share...

Your “Do It Yourself” Business Estate Plan

Alex Walsh Founder & Chief Executive Officer Alex has advised hundreds of small businesses on strategic planning, business development and all areas of corporate finance, specializing in helping business owners sell their business or raise capital for growth and...