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If you've been on the hunt for a quality business to buy, you've likely encountered a frustrating paradox. Despite record amounts of capital ready to deploy, truly exceptional businesses seem scarce. …

If you've been on th…

If you've been on the hunt for a quality business to buy, you've likely encountered a frustrating paradox. Despite record amounts of capital ready to deploy, truly exceptional businesses seem scarce. Why? The answer lies not in the lack of businesses but in the lack of preparation. As an experienced exit planning and M&A advisor, I’ve seen this time and again: unprepared businesses miss their moment, leaving both buyers and sellers disappointed. Owners often misunderstand what makes a business valuable, ru…

For more than 40 years, Bill Hawthorne dedicated his life to Hawthorne Manufacturing, a $25M business specializing in high-quality, custom-engineered parts for the automotive and aerospace industries.…

For more than 40 yea…

For more than 40 years, Bill Hawthorne dedicated his life to Hawthorne Manufacturing, a $25M business specializing in high-quality, custom-engineered parts for the automotive and aerospace industries. As a baby boomer, Bill valued hard work and loyalty, traits he inherited from his father, who instilled in him the importance of building something lasting. Hawthorne Manufacturing wasn’t just a company to Bill—it was his Legacy. He started from a small workshop, building it from the ground up, sacrificing weekends and holidays. Every corner of the factory, every handshake with clients, every…

We joined our good friend and radio host Rick Schissler on The Weekly Business Hour discussing Exit Planning for Business Owners.

We joined our good f…

We joined our good friend and radio host Rick Schissler on The Weekly Business Hour discussing Exit Planning for Business Owners.

Exit Planning is a very broad term that you'll hear a lot more of in the coming years. The concept has been around for many years but recently gained momentum through Exit Planning Institute's CEPA pr…

Exit Planning is a v…

Exit Planning is a very broad term that you'll hear a lot more of in the coming years. The concept has been around for many years but recently gained momentum through Exit Planning Institute's CEPA program.The goal of exit planning is to ensure your personal, financial, and business goals are aligned so all three are fulfilled when you're ready to make a change (Retirement, sell your business, transfer to kids, etc.).There's a few thousand advisors with the designation. Most play in the wealth advisory, legal, accounting, or business transaction space.I'm what's often called a Value Advi…

In my experience working with business owners, the journey to selling a business is often as unique as the business itself. However, three common insights consistently emerge from those who've navigat…

In my experience wor…

In my experience working with business owners, the journey to selling a business is often as unique as the business itself. However, three common insights consistently emerge from those who've navigated this path. Understand the true value of your business before hand. There's more to it than a simple website that you plug in numbers. Ask me more if unsure.The emotional journey. It's not just about letting go. It's also about those you leave behind. It's about making sure you understand what the journey is like before hand so you don't have regrets afterward.The significance of the…

Okay, just kidding on the bar part.When working with multiple advisors, it's important that each one knows their part and stays in their lane. Here's how to work together best:Meet in advance and a…

Okay, just kidding o…

Okay, just kidding on the bar part.When working with multiple advisors, it's important that each one knows their part and stays in their lane. Here's how to work together best:Meet in advance and agree upon who is playing what role in the processSit around the owner but don't gang up. Everyone is important.Ask initial questions to ensure we're addressing the right painTake copious notes to show your interestDiscuss the roles with the owner and who solves what pain.Speak clearly and don't ramble. Keep it simple.Don't speak over one another. Your time will come.Confirm ne…

Your business journey as an owner will always end with a Final Chapter.How you approach the Chapter will define you and your family from now on.Please enjoy the video and pass along to those own…

Your business journe…

Your business journey as an owner will always end with a Final Chapter.How you approach the Chapter will define you and your family from now on.Please enjoy the video and pass along to those owners that may benefit from an exit planning discussion Rich Hall Rich Hall Group, LLC www.richhallgroup.com Exit Planning Advisor

When I work with family businesses to explore exit options, the conversation always comes around to value. That's what buyers want - transferrable value.The transition to value-based is not easy. Em…

When I work with fam…

When I work with family businesses to explore exit options, the conversation always comes around to value. That's what buyers want - transferrable value.The transition to value-based is not easy. Emotions run high as the business grapples with changing the business model that was more than just a source of income; it was a part of their identity.Implementing strategic changes like the following: Streamlining operations New marketing strategies Measure performance against industry benchmarks Increased profitability and fiscally responsible Growth Reducing family funding that's not dire…

Many competitors take the 4th quarter off as business has a tendency to slow down. We believe this is a great time to connect with prospects and clients for driving new business.Steve Caton, Owner o…

Many competitors tak…

Many competitors take the 4th quarter off as business has a tendency to slow down. We believe this is a great time to connect with prospects and clients for driving new business.Steve Caton, Owner of Altezza Solutions, walks us through a very interactive discussion on ways to close deals in the 4th Quarter. Steve identifies ways to revisit Relationships that may have been cold earlier in the year that can really bear fruit in Q4 and beyond.Link to video by selecting image above or here.Steve has a wealth of information on his website as well at www.altezzasolutions.com.Rich Hall Busin…

Once upon a time, in the bustling heart of the city, there lived a 65-year-old family business owner named Peter. Peter had built his company, Smith & Sons Manufacturing, from the ground up, and i…

Once upon a time, in…

Once upon a time, in the bustling heart of the city, there lived a 65-year-old family business owner named Peter. Peter had built his company, Smith & Sons Manufacturing, from the ground up, and it had thrived for decades, producing high-quality furniture renowned for its craftsmanship. Peter had two options before him, two very different paths that would define his future: one led to a happily ever after, and the other to uncertainty.Path 1: The Well-Planned ExitPeter was an astute businessman, and he understood the importance of proper exit planning. He decided to seek the guidance o…

In my work with family-owned businesses and various enterprises, I've observed a recurring theme: the unexpected pitfalls during the acquisition process. And let me tell you, nothing derails a potenti…

In my work with fami…

In my work with family-owned businesses and various enterprises, I've observed a recurring theme: the unexpected pitfalls during the acquisition process. And let me tell you, nothing derails a potential deal faster than financial surprises.So, how do you ensure transparency and trust from both sides of the table? The answer lies in a Quality of Earnings (QoE) report.For buyers, the due diligence phase is akin to peeling back the layers of an onion. You want to uncover the core, understand the real financial health of a company, and ensure there are no hidden liabilities.A QoE report do…

Exiting your business is one of the most stressful times in a business owner's life.In this podcast, I discuss with Jessica Harrington, MPH, ways you can prepare for a successful exit in the futur…

Exiting your busines…

Exiting your business is one of the most stressful times in a business owner's life.In this podcast, I discuss with Jessica Harrington, MPH, ways you can prepare for a successful exit in the future without the last minute Stress of worrying about what could go wrong.Exit Planning with Rich HallRich Hall www.richhallgroup.com Business Advisor | CEPA

Most business owners looking to sell their business in the foreseeable future are unprepared for the amount of time and effort it will take. As a Certified Exit Planning Advisor, I work with business …

Most business owners…

Most business owners looking to sell their business in the foreseeable future are unprepared for the amount of time and effort it will take. As a Certified Exit Planning Advisor, I work with business owners to evaluate their business, identify initiatives that provide the highest value increase for their company, and help them prepare for a very successful exit.I wrote the document below to explain the process, and timeline, of exiting your business with value acceleration initiatives.

If you own or run a family business, you know how tough it is to balance family and business.I wrote this for you.Download it and share with your family and leadership team.It may change the …

If you own or run a …

If you own or run a family business, you know how tough it is to balance family and business.I wrote this for you.Download it and share with your family and leadership team.It may change the trajectory of your family tree. Rich Hall Business Advisor | Certified Exit Planning Advisor www.richhallgroup.com

When evaluating a business from a buyer or investor's point of view, it's all about risk, cash flow (now and in the future), and growth potential.Many business owners look at the positives but over…

When evaluating a bu…

When evaluating a business from a buyer or investor's point of view, it's all about risk, cash flow (now and in the future), and growth potential.Many business owners look at the positives but overlook the risk areas that can kill a deal.We've put together a list of the top 50 essential questions for business owners as it relates to their business.Educate yourself so you're ready when the right time comes.Rich Hall Certified Exit Planning Advisor www.richhallgroup.com

When we work with clients to valuate their business, there are many factors we look at. Most financial valuations don't go this deep and issues arise later in due diligence. We focus on maximizing val…

When we work with cl…

When we work with clients to valuate their business, there are many factors we look at. Most financial valuations don't go this deep and issues arise later in due diligence. We focus on maximizing value before you sell.Feel free to download the "Business Owner's Power Guide - 10 Factors That Skyrocket Your Business Value" for more insight.

A business owner (62 years old) woke up one morning and decided to listen to his wife's nagging. "It's time to exit the business and retire. I'm tired", she said.Here's what happened.He called …

A business owner (62…

A business owner (62 years old) woke up one morning and decided to listen to his wife's nagging. "It's time to exit the business and retire. I'm tired", she said.Here's what happened.He called a friend who had sold his company recently. He was referred to a M&A guy. They immediately started the process of putting the company up for sale (against the M&A's recommendation).It was not pretty. Skeletons in the closet everywhere. Many of the deals fell through and ultimately the company sold for a fraction of the potential. Retirement was a disappointment and there was no time left to f…

What if I told you as a business owner that your company may be worth a LOT more than you think?One of the common valuations today is a multiple of EBITDA, right?I talk a lot about the factors that …

What if I told you a…

What if I told you as a business owner that your company may be worth a LOT more than you think?One of the common valuations today is a multiple of EBITDA, right?I talk a lot about the factors that increase the multiple. Things like customer concentration, competitive advantages, strong culture, owner dependency, etc.Here's the thing that many business owners do not understand.The EBITDA calculation is an adjusted version, NOT what you use on your current financials.Why? Because it may not show the true earnings of the company.We're incentivized to deduct as much as possible to lower…