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As a business owner, below are informative White Papers that can help you strategically plan and prepare for a successful exit or transition from your company. To request the White Paper(s) you would like, please complete the submission form at the bottom of the page.


This White Paper addresses the reality that, today, all owners face three significant headwinds that increase the difficulty of a successful business exit. One is our flat economy—today and for the foreseeable future.

Business Valuation

This White Paper discusses using an experienced business appraiser to value your company as you transfer it to a successor to help avoid an unpleasant encounter with the IRS and to reap all of its value.  It also highlights the importance of how obtaining a value helps to dispel many of the common misconceptions that owners have about the value of their businesses and what the values mean to their overall exit plan.

Business Continuity

This White Paper discusses four primary problems sole-owned and co-owned companies face when an owner dies or becomes disabled. It proposes solutions to each one of the four problems. This White Paper includes the "Business Continuity Instruction Form" for sole-owners.

C vs. S Corporation

What Difference Does It Make? This White Paper explains why the best form of business entity (C or S) for tax purposes during a business's start up and operational years may not be the best when it comes time to sell the business. Descriptive case studies and clear tables help show owners why entity choice is so important.

Employee Incentive Planning

This White Paper discusses the paths which allow a business owner to leave a company in qualified hands. Incentives can be equity-based or cash-based, but all plans handcuff employees to the business and help it to accrue value. This White Paper explores several plan options so an owner can determine which path is best.

ESOP Opportunities

This White Paper uses a fictional business owner to illustrate how an owner can use an ESOP to achieve three ownership objectives: 1) to cash out at fair market value; 2) to pay no taxes on the sale; and 3) to transfer the company to key employees. While examining how ESOPs work, their advantages and disadvantages, readers learn that ESOPs do not work for all owners or for every company. They do, however, provide opportunity for some owners to leave their businesses in style.

Exit Routes

When owners think about exiting their companies, the number of exit routes might seem unending. In fact, there are only eight. This White Paper discusses the advantages and disadvantages of each one. Most importantly, it describes a process that enables owners to choose the best exit path for them.


At some point, every owner leaves his or her business - voluntarily or otherwise. This issue discusses the proven Seven-Step Exit Planning Process™ designed to achieve an owner's financial and other goals.

Transferring Your Company To Key Employees

Owners wishing to sell their businesses to management (key employees) face one unpleasant fact: their employees have no money, nor can they borrow any-at least not in sufficient quantity to cash out the owner. The transfer methods described in this White Paper employ a long-term installment buyout of the owner or use someone else's money to affect the buyout.

Using Short Term Key Employee Incentives To Increase The Price

One of a business owner's greatest challenges is to attract, motivate, and keep key employees. Keeping key employees is absolutely critical, however, if the business is to be sold at the highest possible price. This White Paper describes the design elements of a Stay Bonus Plan as well as how to convert a long-term key employee incentive plan into a short term plan.

Value Drivers

It is the job of every business owner to create value in his or her business prior to any transfer or sale. Exactly how do owners do that? Read this White Paper to learn about those characteristics (or Value Drivers) that buyers look for when deciding how much to pay for a business.

Transferring Wealth To Children - A Primer for Business Owners

Successful business owners often wrestle with the issue of how to pass wealth to children in a way that minimizes - legitimately - their tax bills. This White Paper explains to owners how such a transfer can be designed as well as:

  • why fixing their own financial objective precedes any transfer; and,
  • how to determine the amount (and if that amount is too much) to be transferred.

This White Paper uses a case study to illustrate the plan design and includes an explanation of GRATs.

Please complete this form to receive the White Paper(s) of your choice above.

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