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The 5 Elements of Successful Acquisitions

April 6, 2017 Lisë Stewart

acquisitions

Setting Sail/Sale! Jake was so excited—an offer had come across his desk, by way of his attorney, that fulfilled most of his wishlist! The investor company said all the right things: they believed in the mission and vision, wanted to keep the employees in place and would keep the business operating from the small town where… [Read More]

Articles, Resource Library Business Transition, Buy-Sell Agreements, Culture, Dignity, Legacy

Fallout: Protecting the Family Business Through a Divorce

October 5, 2015 Lisë Stewart Leave a Comment

I walked into Dan’s office on a bright spring morning expecting to hear about his recent ‘wins’ with his new hiring strategy. Instead, I found Dan, the CEO of a small family business and a long-term client, sitting in the dark, the shades pulled and his head in his hands. He asked me to shut… [Read More]

Articles, Resource Library Buy-Sell Agreements, Dispute Resolution, Divorce, Family Governance, Hiring and Recruitment

Buy-Sell Disagreements

October 1, 2015 Peter Butler Leave a Comment

The title of this article doesn’t sound quite right, does it? The purpose of buy-sell agreements is to provide peace-of-mind for shareholders. In theory, these “agreements” should provide relatively easy business transitions from one shareholder to another. Often, however, these well-intentioned documents fail business owners in highly emotional times (death, divorce, disability, retirement, etc.) and… [Read More]

Articles, Resource Library Buy-Sell Agreements, Guest Articles, Investing, Life Insurance, Retirement, Succession Planning

The Six Elements of a Valuation Process Buy-Sell Agreement

October 1, 2015 Lisë Stewart Leave a Comment

A “valuation process” buy-sell agreement is an agreement that stipulates the process for determining a value of the business. This differs from a fixed price agreement, which states the dollar value of the business right in the agreement; a formula agreement, which states a formula for valuing the business (X times annual sales, for example);… [Read More]

Articles, Resource Library Buy-Sell Agreements, Guest Articles

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