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Selling your business? What to expect from a buyer

Thought Leadership on Business Exit Planning presented by Forecast Strategic Advisors Assuming that all business owners (except for those forced to liquidate) will eventually sell or transfer their companies, we often focus on what it takes to be a well-prepared seller. Setting exit objectives, planning to minimize the income taxes on the ownership transfer, building business value and selecting a skilled team of advisors are
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Using a buy-sell agreement to maintain control, save taxes and set fair value

Thought Leadership on Business Exit Planning presented by Forecast Strategic Advisors We've previously made a strong case for creating a buy-sell agreement for co-owned businesses. To summarize, if owners agree in advance of any transfer event about how to appraise business value, and about the terms of payment, they can avoid the heated and often damaging negotiations that can occur when one owner leaves the
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How to preserve your wealth in the face of death and taxes

Thought Leadership on Business Exit Planning presented by Forecast Strategic Advisors. Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners avoid taxes and achieve financial security. A glimpse into one possible, fictional example: George recognized that he’d waited too long to begin gifting part of his company to his kids. A week before, George’s CPA had
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Exit planning: Failure to act has a price for your family

Thought Leadership on Business Exit Planning presented by Forecast Strategic Advisors. “I never worry about action, but only about inaction.” Winston Churchill Does this sound familiar? “I haven’t decided what I ultimately want to do with my business, or when I want to exit, or how much money I’ll need, or whom to sell to, so how can I plan my exit? Besides, I don’t
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8 ways to exit your company

Thought Leadership on Business Exit Planning presented by Forecast Strategic Advisors. According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: Transfer the company to a family member Sell the business to one or more key employees Sell to key employees using an
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This White Paper contains an overview of the Exit Planning Process. We have White Papers describing, in detail, many of its elements. Please contact Forecast Strategic Advisors if you’d like additional information about a specific topic.

Forecast Strategic Advisors headshotABOUT CLARK LANGRALL: President of Triumvirate, Inc. t/a Forecast Strategic Advisors. Clarke Langrall, Jr., CEPA (Certified Exit Plannning Advisor) has been providing financial planning professional services since 1975.

Clarke assists business owners in the creation of a written roadmap so they can successfully exit their business in style. He regularly gives presentations on business owner transition planning to trade associations, business owner groups, and industry meetings.

Clarke has also authored numerous articles and white papers about owner exit planning and provides a bimonthly newsletter titled Exit Planning Review. His other publications include A Life Underwriter’s Guide to the Federal Civil Service Market (2001) and the preface to the book How to Run Your Business So You Can Leave It in Style by John H. Brown Esq.

Clarke is a founding member of the Baltimore Angel Investor Group comprised of some of the region’s most successful entrepreneurs collectively investing in early stage and start up companies as well as partnering with state and local economic development agencies and venture capital firms

He is a founder and member of the Board of Directors of National Partners Group. Additional entrepreneurial activities include founding and running an employee leasing company, Employers Plus, Inc. in 1997.

Clarke is also a founding partner in Red Flag LLC a strategic planning and marketing services firms to the insurance and financial service companies.

A member of the Forum 400 since 1987 and the past President and Chairman 2009-2010. Clarke has been a life and qualifying member of The Million Dollar Round Table (MDRT) since 1978, and has been a member of the Financial Planning Association (FPA) for over 37 years.

Clarke’s current non profit board activities include being a member of the University of Baltimore School of Entrepreneurship, the LIFE Foundation and Port Discovery, The Baltimore Children’s Museum.

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