Exit Planning

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How to be Confident Amid Change

Friend of the firm, Derek Moffatt, Principal with Moffatt Financial Strategies, understands the importance of business owners delegating responsibilities. This article offers guidance on how to make those transfers successful. How to be Confident Amid Change By Derek Moffatt, CFP®, CExP™ One of the biggest changes your business will inevitably experience is a transfer of […]

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How To Sell Your Business Using A Thoughtfully Planned Exit Strategy

Key quote: “Having an experienced professional in your corner will ease the stress and help you feel more confident with the process.” From Forbes.com How To Sell Your Business Using A Thoughtfully Planned Exit Strategy Written by Melissa Houston Are you a business owner who wonders what you will do with your business when you […]

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3 Simple Ways to Start an Exit Plan in 2021

Written by John Carvalho in Divestopedia 3 Simple Ways to Start an Exit Plan in 2021 The new year always brings about a sense of a new beginning and planning for the future. Starting a new diet, hitting the gym or saving more money are all common New Year’s resolutions. Oftentimes committing to a small […]

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It may not look like the right time, but plenty of business owners head for the exits

While this article overstates the length of time it takes to prepare a business for a sale, the description of the burden of ownership is accurate, especially following a challenging year. “Yet even in good times owning a business can be a burden. It could be that the money gets really tight — with personally […]

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5 Approaches to Generating a Track Record for a Winning Valuation

In many cases, K&A works with business owners who encounter serious life events that require an unplanned and immediate business sale (health conditions, death in family, marital issues, etc.).  But in the ideal scenario an owner will have planned for the sale a few years prior.  K&A is happy to assist in that planning. From […]