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Exit Planning Review Newsletter Archives

Forecast Strategic Advisors offers a monthly newsletter providing tips, ideas, and suggestions. There are often “things to think about” when you are putting together your “Exit Plan”. Things are not always as easy as you imagine in your minds-eye. Actual plans need to be made and followed. As you implement your plan over time there will be changes to be made not yet known. Please read the attached “Exit Planning Review” newsletters from the Forecast Strategic Advisors Archive:

2019 Newsletters

When to Get the Advisor Team Involved

Thinking Through Key Person Life Insurance

Incentive Planning Shortcut

Identifying Key Employees

Gifts to Employees

Family Transfers are a Multi-Step Process

Asking The Right Business Continuity Questions

5 Secrets to Effective Exit Planning Team Leadership

Consider Key Person Insurance as an Exit Planning Tool

Tactical Planning

Turning a Lifestyle Business Into a Business Enterprise

Successful Planning Starts Much Earlier Than You Think

Fairness and Equity Among Family Members

2 Self-Made Problems That Can Harm Your Planning

Turning a Lifestyle Business Into a Business Enterprise

A Planning Process for Future Success – 6/27/19

Protecting What You Care About: Business, Family, & Employees – 6/27/19

Maintaining Control, Minimizing Risk, and Rewarding Your Best Employees – 5/23/19

Whether You Sell Your Business or Not, the Planning Is the Same – 5/23/19

3 Things That Can Build Future Business Value – 4/24/19

Why Make Your Business More Valuable Without You? – 4/24/19

Is Your Business Worth as Much as You Think? – 3/28/19

Working Backward: 3 Questions to Ask About Your Planning – 3/28/19

Incentivizing Your Best Employees to Stay – 3/28/19

3 Things to Remember About Third-Party Sales – 3/28/19

How Business Owners Are Approaching Their Futures – 1/22/19

How To Leverage Your Strengths In A Business Exit – 1/22/19

2018 Newsletters

How to Overcome the Overwhelming Parts of Planning -12/14/18

Why Maintaining Planning Momentum Is Important -12/07/18

Exit Planning Review -Are You Being Your Own Worst Enemy? -11/26/18

Exit Planning Review -Reducing Risk Can Build Value-11/12/18

Exit Planning Review -What Business Owners Assume About Financial Planning Hurts Them-10/12/18

Exit Planning Review – Death Can Ruin Your Plans -10/01/18

Exit Planning Review – What Exit Planning Can Do for You -08/31/18

Exit Planning Review – Even If You Never Plan to Exit Your Business, Exit Planning Can Still Help – 08/17/18

Exit Planning Review – Why You’ll Need an Advisor Team- 08/03/18

Exit Planning Review – Getting the Results You Want – 07/23/18

Exit Planning Review – 3 Benefits of Written Exit Plans – 07/09/18

Exit Planning Review – What’s So Important About Planning- 07/02/18

Exit Planning Review – Balancing Your Goals With Your Family’s Goals in Family Transfers – 05/18/18

Exit Planning Review – The Dangers of Transferring to Children Without Planning – 05/04/18

Exit Planning Review – Unforeseen Challenges to Third-Pary Sales – 04/25/2018

Exit Planning Review – Building Business Value Through Exit Planning – 04/23/2018

Exit Planning Review – The Two-Pronged Approach To Exit Planning – 03/27/18

Exit Planning Review – How Emotion Affects Your Business Exit – 03/27/18

Exit Planning Review – The Importance of Setting an Exit Date – 03/20/18

Exit Planning Review – Handling the Early Stages of Exit Planning – 03/06/18

Exit Planning Review – How Does Exit Planning Protect Business Value? – 02/22/18

Exit Planning Review – When Key Employees Stall Your Exit – 02/07/18

Exit Planning Review – Knowing What You Have to Get What You Need – 01/17/18

Exit Planning Review – Setting Exit Goals for the New Year – 01/03/18

2017 Newsletters

Exit Planning Review- Business Continuity Instructions: Guiding Your Family, Even After Death – 12/6/2017

Exit Planning Review- What Could Go Wrong When Transferring Ownership toEmployeess – 11/22/17

Exit Planning Review- Avoiding Unwanted Surprises 11/15/17

Exit Planning Review- For Business Exits

Exit Planning Review- Why Setting Goals Is Important, Even If They Change 8/16/17

Exit Planning Review- Protect Against the Pain of Exiting Your Business 8/2/17

Exit Planning Review- Which Comes First? Estate Planning or Exit Planning? 7/19/17

Exit Planning Review- Death and Taxes vs. Preserving Wealth 7/4/17

Exit Planning Review- Business Continuity Planning for Co-Owners. 6/25/17

Exit Planning Review- Maintain Control, Save on Taxes- 6/17/17

Exit Planning Review- Preparing for the Worst: Business- Continuity Planning for Sole Owners- 5/23/2017 

Exit Planning Review- The Essential Business Agreement- 5/10/2017

Exit Planning Review- Avoiding Disaster in Insiders Transfers – 4/19/2017

Exit Planning Review- Elements of a Plan to Sell to Insiders – 4/5/2017

Exit Planning Review- Sticking a Toe (or Two) in the Exit Planning Pool- 3/15/2017

Exit Planning Review – Building Value is the Win-Win-Win of Exit Planning – 2/24/2017

Exit Planning Review – What is Your Business Really Worth? – 2/9/2017

Exit Planning Review – Top Excuses Owners Use to Avoid Exit Planning – 1/20/2017

Exit Planning Review – Selecting Your Exit Goals – 1/4/2017

2016 Newsletters

Exit Planning Review – Failure to Plan has a Price – 12/21/2016

Exit Planning Review – Exits are Inevitable, Failure is Not: Planning a Successful Exit – 12/7/2016

Exit Planning Review – The Impact of Value Drivers on Sales Price – 11/16/2016

Exit Planning Review – Does Value Equal Exit Planning? – 11/3/2016

Exit Planning Review – Knowing Business Value is a Very Good Place to Start – 10/18/2016

Exit Planning Review – First Things First: Prioritize Your Objectives – 10/5/2016

Exit Planning Review – Why Exit Planning? Why Now? – 9/23/2016

Exit Planning Review – Former Business Owners Express No Regrets About Selling Out – 9/7/2016

Exit Planning Review – Is Exit Planning Worth the Time and Money? – 8/17/2016

Exit Planning Review – Navigating the Choppy Waters of a Sale to a Third Party – 8/3/2016

Exit Planning Review – Exit Your Business Without Leaving It – 7/21/2016

Exit Planning Review – An Agreement is Not A Plan – 7/6/2016

Exit Planning Review – Equality and Fairness in Transfers to Kids – 6/23/16

Exit Planning Review – Value Doesn’t Grow On Trees…Or Does It? – 6/8/16

Exit Planning Review – Death And Taxes vs. Preserving Wealth – The Final Exit Planning Contest – 5/19/16

Exit Planning Review – What to Expect from a Buyer – 5/4/16

Exit Planning Review – Looking for Financial Clues to your Exit Readiness – 4/6/16

2015 Newsletters

Exit Planning Review – Your Exit Timeline – 6/15/15

Exit Planning Review – Eight Ways to Exit Your Company – 6/2/15

Exit Planning Review – Working Backwards Still Takes You Forward – 5/19/15

Exit Planning Review – Using A Buy-Sell Agreement to Maintain Control, Save Taxes and Set Fair Value – 5/6/15

Exit Planning Review – Dust Off and Review Your Buy-Sell Agreement – 4/21/15

Exit Planning Review – Elements of a Plan to Sell to Insiders – 4/7/15

Exit Planning Review – Two Baby Steps – 3/17/15

Exit Planning Review – Exit Planning Excuses: Part II – 3/3/15

Exit Planning Review – Exit Planning Excuses: Part I – 2/17/15

Exit Planning Review – Failure to Plan Has a Price – 2/3/15

Exit Planning Review – Knowing Business Value is a Very Good Place to Start – 1/6/15

2014 Newsletters

2014 Archive

2013 Newsletters

2013 Archive