Blog Library

BTA Market Pulse: Q2 Small Business Sale Transactions Down Slightly, but Still at Historically High Levels

Posted by Jane Johnson on Tue, Jul, 30, 2019 @ 04:13 PM

The Details:'s Second Quarter 2019 Insight Report shows a dip in small business transactions when compared to last year, but growing financials and record sale prices continue to show signs of a strong market. With 4,948 transactions reported in the first half of 2019, this year could be on pace to become the second most active business-for-sale market since BizBuySell started tracking data in 2007 – trailing only 2018’s record-setting levels.

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Topics: exit plan, how to sell your business, business transition plan, businesses for sale

How to Plan for Life After Your Business

Posted by Jane Johnson on Wed, Mar, 20, 2019 @ 12:43 PM

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Topics: exit planning, exit strategy, exit plan, selling my business, Thinking about selling my business, business exit, exit planner, life after my business, retirement plan, life after your business

BTA Market Pulse: 2019 M&A Outlook Survey: It’s Still a Seller’s Market – For Now

Posted by Jane Johnson on Thu, Mar, 07, 2019 @ 01:28 PM

The Details:

A recent survey finds that expectations for the middle-market M&A transactions are high for this year among both buyers and sellers, but many are expecting a slowdown in the next two years.

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Topics: exit planning, exit plan, business exit, market pulse, Citizens Commercial Banking’s annual survey, exit planner, M&A activity, middle-market M&A transactions

Business Transition Academy Launches Free, Online Business Valuation Tool

Posted by Jane Johnson on Fri, Feb, 15, 2019 @ 12:13 PM

What's Your Business Worth? Find Out Now With Our Free Business Valuation Tool

Business Transition Academy (BTA) is pleased to announce the launch of a free resource for business owners who are looking to exit or transition out of their businesses – our Free Business Valuation tool. It provides owners with a baseline valuation of their business, which as part of an overall Business Ownership Transition Plan, provides clarity and insight into retirement and estate planning discussions, succession planning, and exit strategies. Read More

Topics: exit planning, exit plan, business value, increase business value, how much is my business worth, building business value, business valuation, increasing business value before selling, maintaining business value, business exit

Gaining Closure After Selling a Business

Posted by Jane Johnson on Tue, Jun, 14, 2016 @ 12:45 PM

Euphoria, exhilaration, and relief are probably the emotions that most business owners expect to feel after selling their businesses. After all, this is the day they have long been waiting for; they have likely spent years anticipating the way life will be once they have sold their company and moved on.

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Topics: exit plan, business transition planning, selling your business, sell my business, preparing for retirement, planning to sell your business, closure after selling business, seller's remorse

The Best Gift a Business Owner Can Give: Contingency Planning

Posted by Jane Johnson on Wed, Nov, 18, 2015 @ 03:47 PM

As a business owner, are you prepared for the unexpected? Whether it is a serious illness, incapacity, accident, or untimely death, will your business be able to continue on without you? Not sure? Then, you need a contingency plan.

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Topics: exit plan, contingency plan, business transition, business transition planning, contingency planning

Not Surprising … Majority of Business Owners Are Not Prepared for the Future

Posted by Jane Johnson on Thu, Nov, 05, 2015 @ 02:30 PM

A recent survey of American baby boomer business owners shows that they are not prepared to transition the ownership of their businesses to others1:

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Topics: exit plan, transition planning, business transition, business owners planning, baby boomer business owners, business owners not prepared

Exploring the Benefits of Internal Business Transfers

Posted by Jane Johnson on Fri, Oct, 30, 2015 @ 11:30 AM

A recent article in National Driller magazine, “How Can a Driller Ever Retire? ESOPs May Help,” highlights the fact that business transitions are an issue across industries in the U.S. And while many people think they may sell their businesses externally, an internal transfer or sale may provide a better option for owners to achieve their financial and non-financial long-term goals. 

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Topics: family business planning, Selling Your Business Internally, Internal Transfers, exit plan, Family Business Transfer, ESOP, Employee Stock Ownership Plan

Lessons Learned: Which Business Transition Option Should I Pick?

Posted by Jane Johnson on Thu, Aug, 27, 2015 @ 11:31 AM

Having options is always nice. Choices broaden our opportunities. But they can also confound us immensely. We don’t want to live in a chocolate-and-vanilla world, but we can stand in front of the ice cream counter at Baskin-Robbins and stare at 66 flavors for 10 minutes and still pick our one favorite.

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Topics: Selling Your Business Internally, exit plan, selling your business, Leveraged Management Buyout, business transition lessons learned, selling my business, ESOP, Employee Stock Ownership Plan, business transition case study

Business Transition Lessons Learned: Get Me Outa Here!

Posted by Kathy Richardson-Mauro on Thu, Jul, 23, 2015 @ 09:00 AM

This story of one business owner, who thought he wanted to sell his business so he could have more free time, but found out that the business he had built was more intertwined with his personal identity than he realized. His story underscores the importance that an owner be mentally prepared to exit his business, separating himself from the business, or finding another cause where he can use his talents.

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Topics: exit plan