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rwelke1
13 minutes ago4 min read
Mitigate Buyer Risk to Maximize Sale Value
As an owner who is looking to sell a business, it is crucial that they understand that, for the buyer, purchasing a business holds some...
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rwelke1
Feb 246 min read
Assessing the Scalability of Your Small Business Model
In today’s rapidly evolving marketplace, scaling your business is not just an option—it’s a strategic imperative for staying competitive...
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rwelke1
Feb 175 min read
How a SWOT Analysis Can Help Discover What is Hindering Salable Value in a Business
For small business owners, understanding their company’s internal and external environment is key to sustained success. A SWOT analysis,...
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rwelke1
Feb 107 min read
A Transformation Roadmap: Turning a Lifestyle Business to a Sellable Asset
For many business owners, their companies start as lifestyle businesses—ventures designed primarily to generate income and support their...
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rwelke1
Feb 35 min read
Strategies to Build an Owner Independent Business
Creating a business that operates independently of its owner is the ultimate goal for many entrepreneurs, especially should they wish to...
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Brad Gaulin
Jan 294 min read
THE 3 STEPS BETWEEN WEALTH & REGRET FOR BUSINESS OWNERS
For most business owners, their company represents 70-90% of the wealth in their financial portfolio. It’s not just a source of income —...
6 views0 comments

rwelke1
Jan 275 min read
Pre-Sale Preparation: Self-Assessment on the Current Value of a Business
Selling a business is a significant milestone, and one of the most critical steps in this journey is determining its current value. A...
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rwelke1
Jan 203 min read
What Business Buyers Look for in Assessing Prospecitve Purchase
When evaluating a business for purchase, potential buyers approach the process with a critical eye, seeking specific attributes that...
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rwelke1
Jan 136 min read
Why Lifestyle Businesses Struggle to Sell
Lifestyle businesses, often built around an entrepreneur’s passion or designed to support a particular way of life, offer significant...
5 views0 comments

Brad Gaulin
Jan 64 min read
A Simple Path to Cultural Transformation – The 3M Framework for Change Management
Change is inevitable in today’s fast-paced business world, yet most organizations struggle to make it stick. Harvard research shows that...
10 views0 comments
Brad Gaulin
Jan 61 min read
JANUARY 2025 PARTNER NEWSLETTER
THE BUSINESS EXIT ADVISOR NETWORK (BEAN) MEETUPS – GROW YOUR ADVISORY SERVICES USING EXIT PLANNING  - A Maximum-value Exit Takes a Great...
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rwelke1
Jan 65 min read
Lifestyle Business versus Sellable Business: Why it Matters!
When starting or growing a business, one critical decision business owners often overlook is whether they are building a lifestyle...
5 views0 comments


rwelke1
Dec 9, 20243 min read
Goal Execution Drives Success
Execution of business goals is crucial to the success of any organization. Without proper execution, even the most well-crafted goals and...
12 views0 comments

rwelke1
Dec 2, 20242 min read
Importance of Goal Planning for Your Business
Goal setting is an essential aspect of running a successful business. It helps to provide direction, focus, and motivation for both the...
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Brad Gaulin
Nov 26, 20243 min read
Business Warning: Be Prepared for a Recession or Risk Losing Everything
In today’s volatile global economy, the risk of trade wars and economic turbulence is higher than ever. Consider the implications of the...
11 views0 comments


rwelke1
Nov 25, 20246 min read
Understanding the Risks of Private Equity Buyouts
When private equity (PE) firms acquire baby boomer-owned businesses, the outcomes can vary widely. Not all private equity firms are the...
14 views0 comments


Brad Gaulin
Nov 25, 20243 min read
Why Exit Planning is About Creating Options, Not Leaving Your Business
For many business owners, the idea of planning their eventual exit can feel overwhelming—or even unnecessary. After all, when you’re busy...
9 views0 comments


rwelke1
Nov 20, 20244 min read
Top 10 Challenges for Owners Considering Employee Ownership Trusts (EOTs)
Employee Ownership Trusts (EOTs) have become increasingly popular as a pathway for business exits or ownership transitions. In Canada,...
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Brad Gaulin
Nov 17, 20244 min read
ADVICE FOR ADVISORS: HOW TO MOTIVATE BUSINESS OWNERS TO EXIT PLAN
ADVICE FOR ADVISORS: HOW TO MOTIVATE BUSINESS OWNERS TO EXIT PLAN
26 views0 comments


rwelke1
Nov 12, 20245 min read
The Case for Growth Transformation in Exit Planning
When the decision to sell or transition a private business is on the horizon, owners often grapple with a daunting question: How can I...
3 views0 comments
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