Transition Your Arizona Business

Insights When It is Time to Move On

How Do You Feel About Transitioning Your Business?

How Do You Feel About Transitioning Your Business?

As the sun creeps over the horizon, this Friday morning is already different. No, not because we’re going to top 100 degrees so early in April. No, not because the family left yesterday to spend the weekend at the beach in La Jolla. This Friday is different because...

read more
5.5 Ways to Transition Your Business

5.5 Ways to Transition Your Business

Someday, you will transition your business. But who should carry on your legacy? Let's explore 5.5 ways to transition your business and maximize your value:1. Strategic BuyersA strategic buyer does not directly compete with your business or your service...

read more
Six Barriers to Business Transition Planning

Six Barriers to Business Transition Planning

Planning is essential for effective execution of any worthwhile endeavor. It doesn’t matter if you expect to sell to a competitor, strategic buyer, financial buyer, employee or family member – an effective plan will dramatically increase your chances of...

read more
The Valuation Panacea in Transitioning Your Business

The Valuation Panacea in Transitioning Your Business

We recently had the opportunity to visit with a successful business owner who was ready to transition their business and move on to the next phase of their life. We were referred by one of our own trusted advisors, a CPA with decades of experience serving the business...

read more
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...

read more
When Halves Turn to Quarters

When Halves Turn to Quarters

On many occasions during my career, I have had the opportunity to visit with business owners across our beautiful Valley, our mesmerizing State of Arizona and beyond. Quite often our conversations explore the topic of buy-sell planning. This is an...

read more
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...

read more
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 probably heard the...

read more

Your “Do It Yourself” Business Estate Plan

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 acquisition. In his work with business owners, he...

read more