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At some point, most business owners begin to sense that the future will not look exactly like the present. Nothing may be wrong. The business may be performing extremely well. Yet there is an awareness that the role, the responsibility, or the ownership itself will eventually change. For many owners,
A liquidity event most often is a defining financial milestone. But with that opportunity comes complexity. At Gryphon Financial Partners, we specialize in helping clients navigate the unique challenges and opportunities that come with significant financial transitions. Whether you are a business owner planning an exit, a corporate executive exercising
For many business owners, the company is more than just an asset, it is a legacy built over decades of hard work, risk-taking, and perseverance. Yet despite this deep connection, most owners delay creating a formal succession plan. That hesitation can be costly. According to the Exit Planning Institute, nearly
For many business owners, selling a company is more than a transaction. It is a once-in-a-lifetime event that could define their financial future. Yet too often, owners enter this critical phase unprepared, leaving value on the table or exposing themselves to unnecessary risk. Here are some of the most common
Selling a business isn’t just a transaction, it is a major milestone that requires thoughtful planning, strategic preparation, and the right team of advisors by your side. Whether you’re looking to exit in the near future or simply want to be ready for when the time comes, laying the groundwork
We have had the privilege of working with many business owner clients. We feel we bring an uncommon level of experience with the financial and personal elements unique to the sale of a business. Our first piece of advice usually is – Start your exit planning today. As we all
Most successful business owners’ identities are tied to owning and running their businesses. Selling a business is a major life change, and it is important to have a plan to attempt to stay fulfilled after the sale. We have found capitalizing on one’s strengths and competencies through running a business
This week, I had the pleasure of speaking with local business owners and members of the Conway Center for Family Business. My associates and I have enjoyed being Service Providers at the Conway Center for over a decade. My presentation led me to reflect on why business owners are such
In our last blog, we emphasized the importance of addressing the first three, key objectives in exiting a business: When? How much? To whom? Now that you have those three big areas addressed, what are some of the housekeeping tasks as well as more in-depth preparation you should be doing
Exit planning for business owners is without question an intricate, multifaceted task. For the past twenty years, we have advised our business owner clients and prospects to start with the same 3 questions. These answers provide the framework for the entire exit and what life looks like post-exit. 1. When
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513.800.1720
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