Many founders first hear about ESOPs through a simple promise: liquidity without selling to a third party. That promise is directionally true, but it often creates a dangerous assumption that ESOP liquidity works like a traditional sale. It doesn’t. And that difference is not a weakness. It’s the point. An ESOP is not designed to deliver a single, all-at-once payday. It is designed to convert ownership into liquidity over time, while preserving continuity, culture, and operat

https://us5.campaign-archive.com/?u=79cb068896f55678b3f0ce552&id=c48b186c1e Just because it works, doesn't mean it's the best, most efficient method for accomplishing the task. Streamlining operations reduces bottlenecks in the workflow and helps a business identify clear, measurable objectives. But streamlining can feel like a daunting task, so we've provided some tips and tricks in our latest newsletter. We also talk about: How hobbies can sharpen your skillset Information

This is the last iteration of our Business Valuation FAQ series. Missed the other two parts? Click here! When is the best time to get a valuation? The best time is before you need it. Here are the situations where valuation creates the most value: Planning horizon (3-5 years before exit): ●       Identify value drivers to focus on ●       Benchmark progress year over year ●       Make strategic decisions with value impact in mind ●       Avoid surprises when you're ready to m

https://us5.campaign-archive.com/?u=79cb068896f55678b3f0ce552&id=a2341e1447 Business leaders have to be prepared for every business event. From leadership changes to unexpected events, a succession plan can help a business continue running smoothly, rather than falling apart. Our latest newsletter outlines the importance of having a clear plan, and so much more. You'll learn: Considerations for 2026 How to embrace simplicity Ideas for customer service improvement Body and min

This is part two of our business valuation FAQ series. Missed part one? Click here! What if my business is "too small" for a formal valuation? There's no such thing as too small. If your business generates consistent profit and you're making decisions about its future, you benefit from understanding its value. That said, your investment in formal valuation should match your situation. A business doing $500K in revenue has different needs than one doing $5M. We've designed our

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Looking at your business from an objective standpoint can feel scary and overwhelming, so we've compiled a list of the most frequently asked questions from our customers. Let's clear up some of the confusion! How much does a business valuation cost, and is it worth it? Professional business valuations typically range from $3,000 to $15,000 depending on complexity, company size, and the level of detail required. Our Intelligent Valuation Report is designed to provide bank-read

https://us5.campaign-archive.com/?u=79cb068896f55678b3f0ce552&id=7b7b27b924 You have everything under control. You business is running smoothly, and you haven't run into any snags. So why do you need a budget? A budget is an essential tool for every business. It helps provide long-term stability and growth, and it helps you set realistic goals moving forward based on your business's performance. This edition of our newsletter discusses why a budget is necessary for every busi

You've spent years building your business. You've put in those late nights, made tough decisions, and took calculated risks that paid off. Your company feeds families, employs good people, and represents something you're genuinely proud of. But here's a question most business owners avoid: What's the business it actually worth? Emotionally, the business's worth is immeasurable, but to the market, a bank, a potential buyer, or even to your own succession plan...? Most business

https://us5.campaign-archive.com/?u=79cb068896f55678b3f0ce552&id=4e9c284313 Your intellectual property as a business owner is just as important as your physical property. Intellectual property is all of the intangible assets that are part of your business. These include trademarks, recipes, trade secrets, etc. Typically, intellectual property provides you with some sort of edge compared to other businesses. Without it, your business could fall apart. Our latest newsletter dee

https://us5.campaign-archive.com/?u=79cb068896f55678b3f0ce552&id=c541aeca00 "Communication is Key." We've all heard the sentiment, but what does it mean? Communication is the backbone to healthy relationships. Not just in romance and family, but in business and networking too! Effective workplace communication can unlock greater productivity, collaboration, and positivity in your business. Learn more about how you can strengthen your team through open dialogue, active listeni

Healthy profits, loyal customers, and years of hard work are all looking great on paper, but you bring the deal to the bank, and suddenly, the story changes. The numbers don't line up under the lender's scrutiny. Here's what founder-led companies actually need: A financeable valuation. The number that will close in today's market, under today's lending conditions At IntelExit, we've spent decades in SBA lending and business transitions. We know the difference between an impre

https://us5.campaign-archive.com/?u=79cb068896f55678b3f0ce552&id=3db725fd16 A strategic partnership is an arrangement that takes place between at least two companies. The companies support each other through mutually-beneficial relationships. Typically, these companies aren't competing with each other, and they share resources and assets in order to excel in their industries. In our latest IntelExit newsletter, we discuss how you can use strategic partnerships to your advanta

You spent years building something that reflects your vision. Your business was shaped by your creativity, grit, and daily decisions. Maybe it started in a spare room with a simple idea and the hope it could become something lasting. Over time, your dedication turned that dream into a thriving enterprise, complete with a loyal team who helped make it possible. Now, as you consider your next chapter, the weight of what you’ve built and the desire to protect it for the future b

https://us5.campaign-archive.com/?u=79cb068896f55678b3f0ce552&id=f298f0e4f9 It's hard to move forward when your business isn't doing the same. When your business plateaus, it's time to reset and refocus. This week's IntelExit Newsletter outlines strategies for evaluating your business's growth and strategizing for the future. It also contains information about: Boosting business during local events Scheduling personal time Adapting to AI Talking to potential investors Remote

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https://us5.campaign-archive.com/?u=79cb068896f55678b3f0ce552&id=cd6e665849 From business valuation to learning how to make your business...

When it comes time to sell a business, many owners wonder who they should turn to for help. The selling process isn’t the same as selling...