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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 20, 20253 min read


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 13, 20256 min read


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 6, 20254 min read
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 6, 20251 min read


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 6, 20255 min read


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


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


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


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


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


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


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 18, 20244 min read


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


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


The Importance of Building Redundancy and Depth in Your Business: Enhancing Sellable Value in Your Company
When it comes to building both a valuable and a sellable business, most entrepreneurs focus on revenue, customer acquisition, operational...
rwelke1
Oct 21, 20244 min read


Importance of Aligning Your Personal & Business Financial Plans
As a business owner, it is essential to have a business financial plan in place to help guide your decision-making and ensure the...
rwelke1
Oct 15, 20244 min read


The Importance of Business Exit Planning: Why Financial Planning Advisors Need to Talk to Business Owners About It
In the ever-evolving landscape of business, the journey does not just end with success; it often culminates in a withdrawal plan or exit...
rwelke1
Oct 7, 20244 min read


Why Exit Planning is the Key to Every Business Owner’s Best Ever Life
Exit planning is about creating options, controlling your future, and transitioning to a new phase of life with confidence
Brad Gaulin
Sep 24, 20243 min read


How ESG Impacts Salability
ESG stands for Environmental, Social, and Governance . It is a set of criteria that investors, companies, and other stakeholders use to...
rwelke1
Sep 23, 20244 min read


The Importance of Operational Discipline in a Business
“Risk” factors significantly in every buyer’s equation when evaluating a business purhase opportunities. The more that a business owner...
rwelke1
Sep 16, 20243 min read
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