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Posts by Daniel Larson

Business Succession Options Explained: Which Path Is Right for You?

When business owners think about succession, many assume there’s only one outcome: selling the business to an outside buyer when it’s time to retire. In reality, there are several viable paths — and the right one depends on your goals, your business and...
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Common Exit Planning Mistakes Business Owners Make

Business owners certainly don’t plan to make mistakes when exiting their business — they simply put off planning altogether. Years of running day-to-day operations often push exit planning to the bottom of the list, until circumstances force decisions...
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The Best Tax Planning Happens Long Before the Sale of Your Business

For many business owners, taxes are one of the biggest unknowns when thinking about exiting their business. Questions like How much will I owe? or What can I do to reduce taxes? often come up — sometimes too late in the process to make a meaningful...
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How to Build a Strong Exit Strategy for Your Business’s Future

You’ve poured years — maybe decades — into building your business. But what happens when you’re ready to step away? That question was the focus of our recent webinar, Is Your Business Ready for What’s Next? Exit Planning for Business Owners, where our...
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What Your Business Is Really Worth — and Why It Matters Long Before You Sell

Many business owners assume they’ll figure out what their business is worth when they’re ready to sell or retire. In reality, waiting until the last minute often leads to surprises — and missed opportunities. Understanding your business’s value isn’t...
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Exit Planning Timeline: 10 Years to Exit

Most business owners don’t wake up one day ready to exit — and the most successful exits are rarely accidental. They’re the result of years of thoughtful planning. This timeline provides a high-level roadmap of what business owners should be thinking...
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