Business Exit Planning

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3 Things to Remember About Third-Party Sales

As a business owner, you're likely used to having as much control over how the business functions as possible. You're the go-to person for big decisions and you own the consequences of those decisions, whether they're good or bad. This attitude is often good and sometimes necessary for the business' success. But when you begin to consider how you will plan for your business' future, you might be positioning your business poorly, especially if you have any intentions to one day sell your business to a third party.

In this article, we'll outline three facts about third-party sales and present a few consequences you might face if you aren't aware of these facts.

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How Business Owners Are Approaching Their Futures

As a business owner, you know that planning is crucial, and that the new year is typically when you implement new strategies. As the new year begins, many business owners have begun to examine what they'll do, if anything, about the long-term future of their businesses.

Winston Churchill once said, "Failing to plan is planning to fail." Today, we'll look at what we're hearing from business owners regarding their long-term business planning to help you gauge what other business owners are thinking and doing and see where you stand.

A Gap Between Thinking and Doing:

Rarely do successful businesses simply appear from the ether without rhyme or reason. Successful businesses are often the result of diligent planning and action items that owners and their teams implement. This is especially true of long-term planning. When planning for years down the line, it's helpful to have both an idea about where you want yourself and your business to be, and the flexibility to adjust to the unforeseen.

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How to Leverage Your Strengths in a Business Exit

When preparing for a large-scale event - such as an extended trip to a foreign country, sending the kids to college, or preparing your business for the future - the planning required can sometimes look too big and unwieldy to pursue. Planning for the future of your business might be one of the largest-scale financial events of your life, which implies that planning is paramount. How can you plan for a business exit when you have so many other things to do?
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Why Maintaining Planning Momentum is Important

Planning for major events can sometimes cause a sense of dread. Whether it's planning a honeymoon, a long family trip, or a business exit, it's easy to say, "I'll do it later, when I'm less busy." While planning a business exit should never encompass your entire life, there are several reasons why you should keep your planning momentum going, inste...
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Exit Paths for Business Owners

​An Exit Path is the route a business owner takes to successfully exit his or her business. Many owners facing the choice of an Exit Path are curious about  the relative popularity of each Path: 1. Sale to Insiders - 31% of business owners are interested in this exit path. A transfer to insiders in the exit path most successfully traveled by&n...
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Life Insurance for Estate Equalization

Most family business owners wish to see the business continue on for generations. Unfortunately, this is more the exception than the rule.    Download PDF File Here
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Hawaii Business Magazine - August 2018

​ What is Exit Planning? Exit Planning is the holistic approach to designing a business-exit strategy that helps provide you maximum value for your life's work. In encompasses setting Exit Objectives, creating an Advisor Team comprised of trusted professionals, and writing down each aspect of the transition sequence. With your input, the Exit Plann...
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The Seven-Year Itch & How To Scratch It

It was true love right from the start. You've been committed from day one. You've been faithful. You've given completely and selflessly. The more time you've spent, the more your passion has grown. But lately, youve experienced a bit of a plateau. The feelings are still there but the flames have subsided.  Ladies if this describes your experie...
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Everything's Moving Faster. Shouldn't You?

Now 50 is the new 40. Orange is the new black. And the pace of change is only increasing. So while your career may be off to a great start, the real question is, how do you consistently stay ahead? Marko Mijuskovic, BA, MBA, MSIS, CExP, can help you answer that very important question with two questions of his own. First, where do you want to go? B...
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Accounting For A Successful Exit

Marko Mijuskovic, BA, MBA, MSIS, and CExP, is in the business of making his clients' numbers look better. Whether dealing with retirement planning or a business exit, Marko takes a holistic view of a clients financial picture This includes working through accounting, legal, managerial, and tax concerns - just to name a few - to create a comprehensi...
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Planning A Business Exit

Founded in Honolulu in 20017, Wealth Strategy Partners has recently been recognized as one of the fastest-growing financial firms in the region. In addition to our flagship Honolulu shop, we have opened offices in California and Nevada. Our mission is to help make our clients' numbers better - investment numbers, tax numbers, retirement numbers, an...
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Meet Hawaii's First Certified Business Exit Planner

Marko Mijuskovic, BA, MBA, and MSIS, just added yet another designation to his list of credentials: CExP™, making him the State's first and only Preeminent Certified Business Exit Planner. "With so many locally owned and managed businesses, I saw a real need in the community for business exit planning," said Marko, who is a Vice President and Partn...
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Even If You Never Plan to Exit Your Business, Exit Planning Can Still Help

 You may be asking yourself, "If I don't plan on leaving my business, why would I need Exit Planning?" Many business owners ask us that very same question. There are three key ways in which Exit Planning can help you and your business, even if you never plan to leave it.

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