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Selling a business involves both financial and personal considerations, and the transition path you choose may influence your long-term business, employee, and personal goals.
In this episode, the seventh in the business exit planning series, Dan Reese walks through the most common exit paths available to business owners, including strategic sales, private equity, ESOPs, management buyouts, and family transitions. He breaks down the pros and cons of each, explains how payment structures like earnouts and lump sums work, and addresses what buyers are actually looking for.
Dan also highlights the biggest mistakes owners make, from waiting too long to ignoring tax planning and cultural fit.
Dan discusses:
Resources:
Connect with Dan Reese CFP®:
By Dan ReeseSelling a business involves both financial and personal considerations, and the transition path you choose may influence your long-term business, employee, and personal goals.
In this episode, the seventh in the business exit planning series, Dan Reese walks through the most common exit paths available to business owners, including strategic sales, private equity, ESOPs, management buyouts, and family transitions. He breaks down the pros and cons of each, explains how payment structures like earnouts and lump sums work, and addresses what buyers are actually looking for.
Dan also highlights the biggest mistakes owners make, from waiting too long to ignoring tax planning and cultural fit.
Dan discusses:
Resources:
Connect with Dan Reese CFP®: