Calhoun Companies的动态

Selling a business is often seen as a major achievement, but it can also bring unexpected emotions—feelings of loss, uncertainty, and even grief. Explore the emotional journey many business owners face after selling and how to prepare for life beyond the sale. https://lnkd.in/eA8VvirF #BusinessBrokerage #CalderCapital #SellingYourBusiness #BusinessBrokerage #MergersAndAcquisitions #CalderCapital #Retirement

When it's time to sell the business you've poured all your effort into, avoiding the mistakes in this article will help ensure the outcome you deserve. I'll also be sharing how to create a complete exit checklist and timeline in a webinar next week. Here are the details and I hope to see you there! Join Ann Quinn and Tim Keffer, CFP? for the next webinar in their Build to Sell Strategies for Business Owners series on November 6th at 9am ET, Create Your Complete Exit Checklist & Timeline, sponsored by Offit Kurman, P.A. The series helps business owners plan and prepare for a business transition and improve their personal and business position. Register here: https://bit.ly/3BRJHRq #sellingyourbusiness #exitplanning #exitstrategy #retirement

Why September is a Crucial Month for Business Owners Considering an Exit? As a business owner, you’re no stranger to the relentless pace of running a company. But have you ever noticed how September feels different? It’s not just the change in weather or the return to routine after the summer holidays. September is a pivotal month, especially if you’ve been contemplating the future of your business. Google Analytics reveals a fascinating trend: every year, there are three key times when searches like "how do I sell my business?" hit a peak—early January, the end of the tax year, and September. While the first two may seem obvious, driven by New Year’s resolutions and financial deadlines, the September spike is often fueled by something less tangible but equally powerful: reflection. After a summer break, many business owners return with fresh eyes. The time away from the day-to-day grind offers a rare opportunity to step back, evaluate where you are, and think about where you want to be. It’s during this period of reflection that the idea of selling your business can move from the back burner to the forefront of your mind. If this sounds familiar, you’re not alone—and now is the perfect time to act. Whether you’ve just started considering an exit or have been planning it for years, understanding your business’s value and preparing for the market is crucial. That’s where we come in. We have helped our Clients to sell their businesses to a combined value in excess of ￡100m. We offer a free valuation and initial consultation to help you get a clear picture of what’s achievable and what steps you need to take to maximize your business’s value. No matter the size of your business or the industry you’re in, we have solutions tailored to meet your specific needs. Our valuation process can provide more than just numbers; it can give you insight into whether the potential sale price aligns with your post-exit lifestyle goals. After all, knowing your timeline is essential, but it won’t mean much if the sale price doesn’t support your future plans. Our goal is to guide you through the process with confidence, helping you achieve the highest possible offers when you’re ready to go to market. We’re committed to ensuring that your exit leads to the successful retirement you deserve. So, as September unfolds, take a moment to reflect on your future. If selling your business is on your mind, now is the time to explore your options and start planning your next chapter. We’re here to help you every step of the way.

?? Resolutions are great, but reservations may be the key to lasting change. This year, carve out time for what truly matters—whether it's your finances, family, or personal goals—and turn your aspirations into action. ? Learn how purposeful planning can help you Live Fully in 2025. Check out our latest blog for tips on making intentional reservations for your priorities. ? Ready to align your wealth with a life of meaning and purpose? Highland’s Wealth Confidants are here to help you create a personalized plan that reflects what matters most to you. Reach out to us today to begin the conversation: [email protected].? ? #LivingFully #FinancialGoals #IntentionalLiving #NewYearsResolutions #WealthConfidants #2025Goals

Thinking about selling the family business? Not sure about how to break it to the family? 1. Read this article that Seth Rudin and I co-authored this article for the IBA...The Northwest's Premier Business Brokerage blog, specifically addressing family harmony. In it, we cover strategies for maintaining family harmony throughout the sale process. "Don’t sell yourself short by neglecting the family part of the family business sale. Selling a family business can be as complex emotionally as it is financially. The intermingling of personal relationships and professional interests can lead to unique challenges that aren’t typically present in non-family enterprises..." 2. Reach out to Seth Rudin to see if working with the IBA Business Brokerage is right for you :). 3. Reach out to me if you'd like to chat about the family side of things. https://lnkd.in/gT8Yu9gG #familybusiness #succession #successionplanning #plan #strategy #familyownedbusiness #familyoperatedbusiness #legacy #estateplanning #nextgen #kidsinfamilybusiness #retirement #harmony #conflictresolution #managingup Gregory Kovsky

Ann Quinn's advice to business owners is on the nose. As an investment banker whose been positioning companies to buyers and investors successfully for decades, I suggest heeding it long before you think you need to. #exitplan #sellingyourbusiness #mergersandacquisitions

A common scenario is a shop owner begins to think about a possible exit in five years, but then doesn’t have the time or is unable to put a plan together and then, five years later, still has to put together a five-year plan. #collision #collisionrepair #autobodyrepair #autobody #autobodyshop #retirement #successionplanning #bodyshopbusiness

What Are You Doing After Work? Many business owners have a fuzzy idea of what life looks like after they're done working. But fewer business owners have a plan for how they’ll reach the life they want after they're done working. Running a successful business is time consuming, so business owners often feel like they don't have time to plan for something that doesn't benefit the company. However, one of the best times to plan for a successful future is before it becomes necessary. Let's look at some of the common elements of a successful Exit Plan and how incorporating them into your business can help you in the short and long term. https://conta.cc/3NVKhRa

Many Business Owners can't picture what life will look like after they transition out of their business. Part of the BOSS program focuses on figuring this out. If you could create your ideal week in retirement, what would it look like? Read more: https://lnkd.in/gascBwQr #golf #businessowner #entrepreneur