Business Owner Planning
Valuation Methods: From EBITDA to Multiples
Learn how EBITDA, SDE, DCF, asset-based valuation, and multiples affect business value—and what a business sale may support in retirement.
Learn how EBITDA, SDE, DCF, asset-based valuation, and multiples affect business value—and what a business sale may support in retirement.
Learn how earnouts affect business sale proceeds, retirement income, tax planning, estate decisions, and wealth protection after selling your company.
Key employees can affect valuation, deal terms, taxes, and retirement income. Learn how retention planning helps support a smoother business transition.
I spend a lot of time thinking about business ownership in America because it is one of the clearest ways families build lasting, generational wealth,
In our last piece, we looked at the business exit wave and the number of owners expected to come to market over the next decade.
Business exit planning timeline: when to start, who to involve, and how to prepare years in advance to maximize valuation, reduce taxes, and protect your wealth.
Running your own business comes with numerous tax breaks: deductions for expenses, healthcare premiums, and retirement plan contributions, to name just a few. In fact,
Insightful articles that reflect our low-cost, "stay the course" investment philosophy.
Free videos that cover complex topics in an easy-to-digest explainer style.
