Business Value Building

Increase the value of your business.

Business Valuations

Learn what your company is worth, why and how to determine what you’ll take home.

Exit Options

Learn all your exit options and how they impact your goals and objectives.

 

GEXP™ White Papers

Top 10 Deal Pitfalls

10 deal pitfalls (in no particular order) that each have the capability to derail a deal, some more effectively than others. As you examine this list, you will notice that all of the deal pitfalls are owner failures. 

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Successful Transfer of the Family Business

Statistics widely quoted by Estate Planning writers indicate that “only” one-third of all family-owned business are passed on to the second generation, and “only” 10% of familyowned businesses are transferred to a third generation. Experience indicates that those statistics are wildly optimistic and overstated…

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Headwinds

All owners typically face 3 significant headwinds that increase the difficulty of a successful business exit. First is, the economy, the second is the substantially higher tax bill that’s due upon the sale of a business. The third is the long-term mediocre investment climate that depresses the amount of income owners can expect from their sale proceeds and other investments

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5 Reasons Why a Business Valuation is Important

Before you join these owners and scratch business valuation off of your Exit Planning todo list, consider the following five reasons why you should put an estimate of value at the top of your list. An estimate of value does the following:

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Business Continuity Plan

This White Paper discusses the multiple problems – facing sole owners and owners in multi-owner companies – that an owner’s death or disability creates for the business, for the other owners (if any), and sometimes, for the family. It also proposes solutions to each of these problems.

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Employee Incentive Planning

Statistics widely quoted by Estate Planning writers indicate that “only” one-third of all family-owned business are passed on to the second generation, and “only” 10% of familyowned businesses are transferred to a third generation. Experience indicates that those statistics are wildly optimistic and overstated…

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Transferring Wealth to Children

In their desire to pass wealth to children, business owners are no different than nonbusiness- owning parents. Business owners are different, however, in the tools they can use to transfer wealth.

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Business Growth Through Aquisition

This white paper is dedicated to the owner seeking to exit his or her business in style. Acquiring other businesses is a tool that business owners use when growing their own businesses. The operative word is growing, since the purpose of growing your business through acquisition is to increase the value of your existing business.

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Increase Sale Price Using Short Term Key Employee Incentives

This article focuses on short-term incentive plans. If you desire more information about long-term incentive plans please read Chapter Four of The Completely Revised How To Run Your Business So You Can Leave It In Style or refer to the page of this White paper for a quick synopsis.

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Value Drivers

Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What do buyers look for in a prospective business acquisition? The characteristics buyers seek must exist before the sale process even begins. It is your job as the owner to create value within your business prior to a sale.

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Exit Routes for Business Owners

When business owners start to think about exiting their companies, the number of possible exit routes can seem limitless, but in fact, there are only eight.

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Transferring Your Company to Key Employees

Owners wishing to sell their businesses to management (key employees) face one unpleasant fact: their employees have no money. Nor can they borrow any—at least not in sufficient quantity to cash out the owner. What to do?

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C vs S Corporation

This White Paper focuses on your company’s choice of entity: a choice that should be made as early as possible (preferably at least ten years prior to a sale); a choice that ultimately paves the way around the IRS’s Mack truck and lets you arrive home with as much of your money in your pocket as possible.

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ESOP Opportunities

An Employee Stock Ownership Plan (ESOP) is a tool business owners use to achieve three common Exit Objectives. This white paper seeks to explain them.

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Exiting – It’s Inevitable

This White Paper contains an overview of the Exit Planning Process. We have White Papers describing, in detail, many of its elements. Please contact the advisor who gave you this White Paper if you’d like additional information about a specific topic.

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9 Ways to Add Recurring Revenue

Written by John Warrillow, author of The Automatic Customer: Creating a Subscription Business in Any Industry. Selected by Fortune Magazine as one of the “5 Best Business Books” of 2015

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