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Assessing the Scalability of Your Small Business Model
In today’s rapidly evolving marketplace, scaling your business is not just an option—it’s a strategic imperative for staying competitive...
rwelke1
Feb 246 min read
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How a SWOT Analysis Can Help Discover What is Hindering Salable Value in a Business
For small business owners, understanding their company’s internal and external environment is key to sustained success. A SWOT analysis,...
rwelke1
Feb 175 min read
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A Transformation Roadmap: Turning a Lifestyle Business to a Sellable Asset
For many business owners, their companies start as lifestyle businesses—ventures designed primarily to generate income and support their...
rwelke1
Feb 107 min read
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Strategies to Build an Owner Independent Business
Creating a business that operates independently of its owner is the ultimate goal for many entrepreneurs, especially should they wish to...
rwelke1
Feb 35 min read
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THE 3 STEPS BETWEEN WEALTH & REGRET FOR BUSINESS OWNERS
For most business owners, their company represents 70-90% of the wealth in their financial portfolio. It’s not just a source of income —...
Brad Gaulin
Jan 294 min read
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Pre-Sale Preparation: Self-Assessment on the Current Value of a Business
Selling a business is a significant milestone, and one of the most critical steps in this journey is determining its current value. A...
rwelke1
Jan 275 min read
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What Business Buyers Look for in Assessing Prospecitve Purchase
When evaluating a business for purchase, potential buyers approach the process with a critical eye, seeking specific attributes that...
rwelke1
Jan 203 min read
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Why Lifestyle Businesses Struggle to Sell
Lifestyle businesses, often built around an entrepreneur’s passion or designed to support a particular way of life, offer significant...
rwelke1
Jan 136 min read
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A Simple Path to Cultural Transformation – The 3M Framework for Change Management
Change is inevitable in today’s fast-paced business world, yet most organizations struggle to make it stick. Harvard research shows that...

Brad Gaulin
Jan 64 min read
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JANUARY 2025 PARTNER NEWSLETTER
THE BUSINESS EXIT ADVISOR NETWORK (BEAN) MEETUPS – GROW YOUR ADVISORY SERVICES USING EXIT PLANNING  - A Maximum-value Exit Takes a Great...

Brad Gaulin
Jan 61 min read
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Lifestyle Business versus Sellable Business: Why it Matters!
When starting or growing a business, one critical decision business owners often overlook is whether they are building a lifestyle...
rwelke1
Jan 65 min read
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Goal Execution Drives Success
Execution of business goals is crucial to the success of any organization. Without proper execution, even the most well-crafted goals and...
rwelke1
Dec 9, 20243 min read
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Importance of Goal Planning for Your Business
Goal setting is an essential aspect of running a successful business. It helps to provide direction, focus, and motivation for both the...
rwelke1
Dec 2, 20242 min read
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Business Warning: Be Prepared for a Recession or Risk Losing Everything
In today’s volatile global economy, the risk of trade wars and economic turbulence is higher than ever. Consider the implications of the...

Brad Gaulin
Nov 26, 20243 min read
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Understanding the Risks of Private Equity Buyouts
When private equity (PE) firms acquire baby boomer-owned businesses, the outcomes can vary widely. Not all private equity firms are the...
rwelke1
Nov 25, 20246 min read
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Why Exit Planning is About Creating Options, Not Leaving Your Business
For many business owners, the idea of planning their eventual exit can feel overwhelming—or even unnecessary. After all, when you’re busy...

Brad Gaulin
Nov 25, 20243 min read
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Top 10 Challenges for Owners Considering Employee Ownership Trusts (EOTs)
Employee Ownership Trusts (EOTs) have become increasingly popular as a pathway for business exits or ownership transitions. In Canada,...
rwelke1
Nov 20, 20244 min read
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ADVICE FOR ADVISORS: HOW TO MOTIVATE BUSINESS OWNERS TO EXIT PLAN
ADVICE FOR ADVISORS: HOW TO MOTIVATE BUSINESS OWNERS TO EXIT PLAN

Brad Gaulin
Nov 17, 20244 min read
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The Case for Growth Transformation in Exit Planning
When the decision to sell or transition a private business is on the horizon, owners often grapple with a daunting question: How can I...
rwelke1
Nov 12, 20245 min read
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Best-In-Class Required (If You Hope to Sell)
There are between 600,000 and 800,000 small business owners in Canada that are looking to transition out of their businesses in the next...
rwelke1
Oct 28, 20245 min read
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