#exitplanning — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #exitplanning, aggregated by home.social.
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Buying, selling, or merging a business? A Letter of Intent (LOI) helps outline key deal terms before the final agreement is signed.
An LOI can help:
✔ Clarify expectations
✔ Reduce misunderstandings
✔ Outline purchase terms
✔ Keep transactions moving smoothlyUnderstanding the details early can help avoid costly surprises later.
Read more: Valley Valuations – What is a Letter of Intent? https://www.valleyvaluations.com/what-is-a-letter-of-intent/
#BusinessSale #MergersAndAcquisitions #LOI #BusinessValuation #ExitPlanning
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Austin's Quiet Moat
Opportunity Austin says the region is strong, resilient, outperforming peers. 30 years in, that lines up with what I see here.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://www.pnwadvisory.com/?utm_source=mastodon&utm_medium=social&utm_campaign=organic -
2026 Roth Catch-Up Rule: How High Earners Must Change Their Retirement Math
The 2026 retirement rule that's about to blindside high earners? If you made over $150,000 last year, your catch-up contributions MUST be Roth starting January 1st.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/2026-roth-catch-up-rule-how-high-earners-must-change-their-retirement-math -
Life Insurance Exit Planning: How the Right Structure Adds Millions to Business Sales
Most business owners planning exits overlook a significant opportunity. Last month, I reviewed an Austin manufacturer's "exit-ready" $8M company.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/life-insurance-exit-planning-how-the-right-structure-adds-millions-to-business-s -
Most IRA Moves Business Owners Must Make Before April 15: 3 Critical Tax Strategies
Most business owners focus on business deductions and miss the retirement account moves that cut their personal tax bill. With April 15 approaching, here are 3 critical moves you can't afford to miss:
→ Traditional IRA contributions: Up to...
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-ira-moves-business-owners-must-make-before-april-15-3-critical-tax-stra -
Why Most OBBBA Tax Changes: 3 Hidden Wins Most Advisors Haven't Told You
Most business owners still don't know about the three biggest tax wins buried in the OBBBA. I've been reviewing these changes with clients for months.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-obbba-tax-changes-3-hidden-wins-most-advisors-havent-told-you -
3 Deal Terms That Matter More Than Purchase Price for Business Owners
Here is how to negotiate a business sale so you keep more of what you earn. A founder came to me six months before closing a $14M deal.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/3-deal-terms-that-matter-more-than-purchase-price-for-business-owners -
Why Most AI Task Reshuffling: How Business Owners Can Get Ahead of Workforce Changes
Here is how I spot AI reshuffling your team before it hits valuation. Morgan Stanley: young workers in high-exposure roles, up 1.1pp since 2023.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-ai-task-reshuffling-how-business-owners-can-get-ahead-of-workforce-chan -
Why Most AI Exit Strategy: How Technology Separates $5M From $15M Business Sales
Here's how AI is separating the $5M exits from the $15M exits, before the market recovers. The businesses implementing AI systems right now are positioning themselves for 3x higher valuations when conditions improve.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-ai-exit-strategy-how-technology-separates-5m-from-15m-business-sales -
Why Most Founder Financial Planning Blind Spots That Cost Millions
Here's what 35 years of watching founders exit taught me about the blind spots that cost them the most. The same brilliant minds who scale businesses to $100M often make devastating mistakes with their own wealth.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-founder-financial-planning-blind-spots-that-cost-millions -
Why Most Earn-Out Exit Strategy: Why 35 Years Taught Me These Deals Are Your Best Friend
Here's what 35 years taught me about earn-outs: they're not deal killers anymore--they're wealth protectors. Earn-outs rose to 40% of mid-market deals in 2025.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-earn-out-exit-strategy-why-35-years-taught-me-these-deals-are-your-best -
Business Valuation: Stop Confusing Busy Companies With Valuable Ones
The difference between a $2M exit and a $8M exit isn't revenue. I see this every week with Austin business owners.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/business-valuation-stop-confusing-busy-companies-with-valuable-ones -
Why Most Business Exit Planning Lessons: What I Learned Watching Owners Lose Millions
After 35 years in wealth advisory, the #1 lesson is this: the most expensive mistakes happen when business owners think they can navigate their exit alone. One year ago, I watched three different business owners make decisions that cost them...
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-business-exit-planning-lessons-what-i-learned-watching-owners-lose-mill -
April 2 Auto Tariffs: What Business Owners Need to Know Before Their Next Deal
Here's what the April 2 auto tariffs actually mean for your business value:
J. Morgan projects auto prices could rise up to 11.4% under the new 25% tariff.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/april-2-auto-tariffs-what-business-owners-need-to-know-before-their-next-deal -
5 Things $10M+ Business Owners Get Wrong About Private Equity in 401(k)s
45% of employees want private equity in their 401(k)s. But I'm seeing $10M+ business owners make the same 5 costly mistakes when they add these options.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/5-things-10m-business-owners-get-wrong-about-private-equity-in-401ks -
A client came to me with $12M and one question: Am I ready?
A client came to me with $12M and one question: "Am I ready to sell?"
I've heard this 32+ years. But here's what most business owners don't realize, the question itself is the problem.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/a-client-came-to-me-with-12m-and-one-question-am-i-ready -
Why Most Everyone Says Max Out Your 401k. Here's Why That's Costing Business Owners $500,000+
Everyone says "max out your 401k" to business owners. Here's the math that should terrify you.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-everyone-says-max-out-your-401k-heres-why-thats-costing-business-owners -
I sold 200+ businesses. Here's what nobody tells you about family buy-in.
I just watched a $20M deal almost collapse because of one conversation. With a spouse who asked: "What happens to the kids' college funds if this falls through?"
That question revealed the real problem.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/i-sold-200-businesses-heres-what-nobody-tells-you-about-family-buy-in -
Why Most Everyone says cash is safe. Here's why that's costing investors $trillions
I've watched $6 trillion sit on the sidelines while the market climbed. Business owners keep asking me: "Should I wait for the crash before investing?"
Here's the math that changed my mind about "safe" cash:
→ $1M in savings at 4.5% = $45K...
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-everyone-says-cash-is-safe-heres-why-thats-costing-investors-trillions -
Your Company Has a Plan. Do You?
Every founder I work with has a pitch deck, a roadmap, and a cap table. Almost none of them have a personal planning timeline that matches their company's stage.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/your-company-has-a-plan-do-you -
Here's what the AI revolution actually means for your business value
My client sold for 8.2x revenue.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/heres-what-the-ai-revolution-actually-means-for-your-business-value -
5 Things $10M+ Business Owners Get Wrong About AI Adoption
5 things $10M+ business owners get wrong about AI adoption, and the framework I use with my clients to get it right.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/5-things-10m-business-owners-get-wrong-about-ai-adoption -
A client came to me with $4M and one question: Why am I losing money?
The $4 Million Reality Check
John walked into my office with the confidence of a man who'd just sold his HVAC company for $4 million. After 22 years of 6 AM service calls and weekend emergencies, he thought he'd finally made it.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/a-client-came-to-me-with-4m-and-one-question-why-am-i-losing-money -
Why Most Everyone says 83(b) elections don't matter. Here's why that costs founders $500K+ at exit
The 30-Day Mistake That Can Cost Founders Half a Million Dollars
Here's what happened to a client of mine last month. Sarah started her SaaS company two years ago, got founder equity, and never made the 83(b) election.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-everyone-says-83b-elections-dont-matter-heres-why-that-costs-founders-5 -
Stop Waiting to Plan Your Exit. Do This 5 Years in Advance.
As a seasoned wealth advisor, I've often seen business owners wait too long to start planning their exit strategy. But the most successful ones start planning at least five years in advance.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/exit-planning/?utm_source=blog&utm_medium=organic&utm_campaign=organic -
Everyone is talking about estate tax solutions. Here's what it means for your wealth
The estate tax rules just changed. They changed permanently.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/everyone-is-talking-about-estate-tax-solutions-heres-what-it-means-for-your-weal -
Why Most Business Owners Fire Their Financial Advisor Within 3 Years
The Relationship Looks Fine on Paper. You did everything right.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-business-owners-fire-their-financial-advisor-within-3-years -
6 Numbers Every Business Owner Needs Before Selling
You Know Your Revenue. You Know Your Profit.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/5-signs-youve-already-waited-too-long-to-plan-your-exit -
5 Signs You've Already Waited Too Long to Plan Your Exit
I'm going to be direct with you because nobody else will. If you're reading this and you haven't started planning your exit, you're already behind.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://www.pnwadvisory.com -
Your Wealth Advisor Doesn't Understand Your Business. That Should Terrify You.
Your Wealth Advisor Doesn't Understand Your Business. That Should Terrify You.
#WealthManagement #ExitPlanning #FinancialAdvisor
https://www.pnwadvisory.com -
The 6 Numbers That Determine What Your Business Is Actually Worth
I’m Douglas Greenberg, a financial advisor at Pinnacle Wealth Advisory, and today I want to discuss a critical aspect of exit planning that often goes overlooked by business owners: understanding what your business is truly worth. Many entrepreneurs can recite their annual revenues and profit margins by heart, but few actually comprehend the real...
#WealthManagement #ExitPlanning #FinancialAdvisor
https://www.pnwadvisory.com