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Business partnerships are at the center of many of the most complex exit planning decisions an owner will face — whether navigating a sale to key employees, a family transfer, or simply trying to keep a co-ownership relationship healthy enough to survive a transition. AI can help organize informati…
AI is quickly moving beyond experimentation and becoming part of how buyers evaluate operational maturity, scalability, and future growth potential. But not every use of AI increases business value. In many cases, owners are implementing tools without a clear strategy, measurable impact, or underst…
Most owners focus on growing value but give far less attention to how that value will ultimately be taxed. The result is often a successful sale that delivers far less than expected. In this episode, tax attorney Ed Cotney joins Pat and Walter to walk through how thoughtful tax planning changes out…
For many family business owners, the succession question is more complicated than it looks — especially when some family members want to stay involved, others don't, or there's simply no heir apparent willing or able to take the reins. An Employee Stock Ownership Plan can bring remarkable clarity t…
The statistics are sobering: 75% of business owners report being unhappy within one year of exiting their business. For owners who have spent decades finding purpose, identity, and meaning in their work — serving employees, customers, and their communities — the transition out can feel like a loss …
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