By

Quest
Passing the Keys for Succession Planning
Your business runs well when you are at the helm. But what would happen if you became ill, were disabled or even in the event of your unexpected death? Doing the work to create a succession plan means you always have the right leaders in place, even if change happens quickly. Succession plans are just...
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Businessman standing on urban balcony
Retirement is a choice – and yours to make. Your business is successful, your family is taken care of, and you are ready to shift from daily operations to a longer-term view. This may mean stepping back from your business, either fully or partially. At this stage in your life, your focus is no longer...
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Mature couple hike above lake Lugano in the morning
Retiring as a business owner takes preparation. To get it correct requires planning, identifying your options, and carefully choosing options that support your legacy and retirement goals. This post outlines the 5 steps you need to take as a business owner to ensure successful retirement planning. Step 1: Explore your options and grow Before you...
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Male executive smiling while reading document in office
So you want to sell your business and you are looking for a crash course on the process. We have seven foolproof steps to sell your business and reach your financial goals. Step 1: Hire a business advisor Bringing on a business advisor at the start of the process is a great way to make...
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Business meeting with client
When it is time to exit your business and focus on what comes next, considering your options can be overwhelming. Who do you sell your business to? Will they be the right culture fit? What about your legacy? And will you have enough liquidity to achieve your retirement goals? Read on to learn how to...
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Mergers & Acquisition
Maximizing your way through M&A takes careful planning and a firm understanding that achieving optimal value requires action before, during and after the sale of your business.  At Quest, we recommend clients begin the planning process with the end in mind. This means that instead of setting the arbitrary aim of maximizing the sale price...
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Tax Opportunities
With proper planning, time, and consideration of all contingencies, you can get the most out of prospective merger and acquisition (M&A) transactions as there are plenty of tax opportunities to protect and maximize business value. Achieving optimal tax outcomes begins with having a firm understanding of available strategies that defer, exclude gains, leverage deductions, and...
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Sales employees working
Are you maximizing value where it matters? Begin with the end in mind There are many reasons why a business owner strives to maximize value during a sale, including achieving the highest amount of value or cash at close. These reasons include the opportunity for employees and continued employment, but also include a desire to...
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Couple consulting regarding exit planning
Are you focusing on one option or exploring multiple options? What does your buying pool look like? Who are your buyers and what are your options when selling your business? When selling your business, an advisor can help you locate your buying pool and understand your options. There are many different types of buyers that...
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Stocks
Determining the ideal balance between profitability, growth and cashflow is as much about achieving the owner’s personal wants and needs as it is the current state of the business and trends across the industry as a whole. Scenarios exist where seeking to improve each of these three business initiatives makes sense. More than finding the...
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