Written by John Leonetti—attorney, wealth manager, merger and acquisition associate, and fellow exiting business owner in his own right—Exiting Your Business, Protecting Your Wealth will guide you in thoughtfully planning out your exit options as well as helping you analyze your financial and mental readiness for your business exit. Easy to follow and essential for every business owner, this guide reveals how to establish an exit strategy plan that is in harmony with your goals.

Exiting is a process, not an event: Don't limit your exit strategy planning with what you don't know -- Setting your exit goals -- are you ready to leave?:The mental game of business exits -- What type of exiting owner are you? -- Selling the buisness -- private equity group recapitalizations -- Employee stock ownership plans as exit vehicles -- Sale versus recapitalization versus ESOP -- Management buyouts -- Gifting strategies for exiting business owners -- Deal structuring and taxes: It's not what you get but what you keep that counts -- Exit strategies and estate tax planning: protecting your wealth with some extate planning strategies -- Legal agreements that you need to know: you will sign agreements; know them before you sign them -- Forming an exit strategy advisory team: your agenda comes ahead of your advisors -- Pulling it all together.

How entrepreneurs plan to leave their businesses should define how they run them, who they employ, and how they fund them. This book reviews in detail the seven main exit strategies from which entrepreneurs and their key executives can craft their operating strategies and create a more financially sound organization.

Too many entrepreneurs push off planning for the sale of their business until the last moment. But for a business to sell for what it’s really worth—or even more—owners need to prepare for the sale from the very start. In Exit Rich, author and mergers and acquisitions authority Michelle Seiler Tucker joins forces with Sharon Lechter, finance expert and author of Rich Dad Poor Dad, to create a must-have guide for all business owners—whether they’re gearing up to sell a business now or just getting started building out their company into something to sell for a profit in the future. Seiler Tucker’s twofold approach to selling your business for maximum profit combines two of the most powerful elements of her mergers and acquisitions toolkit: the “ST GPS Exit Model” to help business owners set goals for the sale before their business hit the market, and the “6 P Method” to help them objectively evaluate their business’s worth, before their potential buyers do. Combined, these tools provide invaluable insight into the process of preparing a business for sale, finding the right buyers, and staging the sale itself. Throughout the book, Sharon Lechter’s wisdom peppers each chapter in the “Mentoring Corner” section, providing forward-thinking entrepreneurs with the perspective that they need to take control of their business’s future and exit rich. This book is a rich resource for any business owner looking to: • Objectively evaluate their business before a sale • Improve their chances of finding the right buyer • Sell their business for maximum profit

The essential guide to selling your business—and walking away with maximum wealth Nearly every entrepreneur dreams of one day selling their business for big bucks, but far too many aren’t aware of exactly what it takes to do so. The sobering truth is that it’s very easy for the entrepreneurs who don’t know what they’re doing to walk away from a sale without the financial freedom they hoped for. In fact, only about 20 percent of businesses for sale will successfully transfer to another owner! In Walk Away Wealthy, Mark Tepper--a leading authority on wealth management and financial planning for entrepreneurs--shows you how to build a strong exit plan, an absolute requirement if you hope to get the full value from a sale. Tepper’s twelve secrets debunk myths and deliver practical advice as he walks you through what most people don’t know (or refuse to believe) about the process of planning their exit. And although it’s best to start planning the exit as early as possible, the book also delivers advice for those who may have waited too long and feel lost in the face of a rapidly approaching sale. Selling the business you worked so hard to build can be a confusing and intimidating proposition. Let Mark Tepper clear away the misconceptions, steer you clear of common mistakes, and help you walk away wealthy!

The lifeblood of your business is repeat customers. But customers can be fickle, markets shift, and competitors are ruthless. So how do you ensure a steady flow of repeat business? The secret—no matter what industry you’re in—is finding and keeping automatic customers. These days virtually anything you need can be purchased through a subscription, with more convenience than ever before. Far beyond Spotify, Netflix, and New York Times subscriptions, you can sign up for weekly or monthly supplies of everything from groceries (AmazonFresh) to cosmetics (Birchbox) to razor blades (Dollar Shave Club). According to John Warrillow, this emerging subscription economy offers huge opportunities to companies that know how to turn customers into subscribers. Automatic customers are the key to increasing cash flow, igniting growth, and boosting the value of your company. Consider Whatsapp, the internet-based messaging service that was purchased by Facebook for $19 billion. While other services bombarded users with invasive ads in order to fund a free messaging platform, Whatsapp offered a refreshingly private tool on a subscription platform, charging just $1 per year. Their business model enabled the kind of service that customers wanted and ensured automatic customers for years to come. As Warrillow shows, subscriptions aren’t limited to technology or media businesses. Companies in nearly any industry, from start-ups to the Fortune 500, from home contractors to florists, can build subscriptions into their business. Warrillow provides the essential blueprint for winning automatic customers with one of the nine subscription business models, including: • The Membership Website Model: Companies like The Wood Whisperer Guild, ContractorSelling, and DanceStudioOwner offer access to highly specialized, high quality information, recognizing that people will pay for good content. This model can work for any business with a tightly defined niche market and insider information. • The Simplifier Model: Companies like Mosquito Squad (pest control) and Hassle Free Homes (home maintenance) take a recurring task off your to-do list. Any business serving busy consumers can adopt this model not only to create a recurring revenue stream, but also to take advantage of the opportunity to cross-sell or bundle their services. • The Surprise Box Model: Companies like BarkBox (dog treats) and Standard Cocoa (craft chocolate) send their subscribers curated packages of goodies each month. If you can handle the logistics of shipping, giving customers joy in something new can translate to sales on your larger e-commerce site. This book also shows you how to master the psychology of selling subscriptions and how to reduce churn and provides a road map for the essential statistics you need to measure the health of your subscription business. Whether you want to transform your entire business into a recurring revenue engine or just pick up an extra 5 percent of sales growth, The Automatic Customer will be your secret weapon.

"Explore the universe of potential buyers. Learn how to assemble a team of expert advisors to prepare your business for sale. Walk step by step through a typical investment-banker-led midmarket sale process from start to finish."--

Create A Greater Vision for Your Wealth, Your Business, Your Legacy Every successful business owner goes through three distinct stages: Survival, Growth and Maturity. No matter what stage your business is in, you are likely preoccupied with how the business can better the lives of your family, your employees and your community and how it can be grown for a successful exit. In WEALTH ON PURPOSE(R), Wealth Steward for Business Owners, Carlos H. Lowenberg, Jr., ChFC(R) provides leadership, clarity and confidence to help you make informed decisions about your business wealth as he covers three core areas: 1. Creating Your Vision: discovering and developing a vision for your wealth 2. Building and Managing Your Wealth: nurturing your team and tackling taxes while you build your wealth 3. Safeguarding Your Future: preparing for succession and windfall events while protecting your legacy With proper planning and management, you and your business can thrive and provide for your family, your key stakeholders and your community.

Your Niche Can Make You Rich! Make Your Dental Practice into a Multi-Million-Dollar Business. ​For years, Dr. Jerry Lanier, DDS, has wanted to write a book for dentists about exiting their dental businesses rich. And now that he has become an eminently successful entrepreneur, he has fulfilled that wish with the publication of The Entrepreneur Dentist. Dr. Lanier's book is for every dentist whose ideas of retirement have less to do with downsizing and more to do with travel and living the good life--with absolutely no concerns about money. Aspiring dental entrepreneurs will find Dr. Lanier's book thorough, accessible, and informative. The Entrepreneur Dentist contains everything successful dentists with big dreams need to know about building a dental business and exiting with wealth. Dr. Lanier shows how the future you've dreamed for yourself and your family can become reality--because you've planned for that future with advice from this exceptional entrepreneur. In 1994, Dr. Jerry Lanier opened his first Kids Dental Kare office, and by 2017, he had 14 offices, employed close to 150 employees, twenty-five associate dentists, and was generating $20 million per year in revenue. When he sold that business, he was on the way to living the life of his dreams. He wants to show you how to plan ahead so you can do the same with your dental practice. This strategy-and-tactics field manual shows future dental entrepreneurs how to take the right steps so you can carve out successful enterprises over the long term. Dr. Lanier covers the ins and outs of building a thriving dental business, both from macro and micro perspectives, and includes practical steps you should take and pitfalls you can avoid. This valuable book will take you from being an aspiring dental entrepreneur with a sole proprietorship to business ownership--and finally, to a lucrative exit to the life of your dreams. Major topics in the book include: • Defining the dental market and learning how to take advantage of opportunities in it • Breaking down the dental niche strategy • Choosing a location (markets, demographics, and other practical considerations • Marketing and messaging • Infrastructure (staffing, processes and procedures, systems) • Building a team (becoming the boss, hiring dentists, managers, and other key players) • Growth and expansion and getting ready to exit