Planning Archives

M&A Express:
Prepare Your Business for Sale

You've invested years building a valuable business and legacy. As you consider your next chapter, meticulous preparation for its sale is the most critical step. M&A fails in the...

M&A Express:
Management Buyout

M&A Express, Planning

This document sets out some of the key issues and framework for the internal transfer of a business. It also addresses...

M&A Express:
Succession Planning

M&A Express, Planning

This guide explains the process of planning ahead with tips for identifying and developing replacements for old leaders...

M&A Express:
Growth by Acquisition
-Procurement

M&A Express, Planning

This valuable guide shows how to acquire a successful and profitable company to increase your market share, add talent to your team and...

M&A Express:
Growth by Acquisition
-Integration Process

M&A Express, Planning

Turbo charge your business. This valuable guide illustrates the integration of a new acquisition into your business and how to...

M&A Express:
Exit This Way Succession Planning -MidCap

M&A Express, Planning

Our free guide will provide you with access to crucial information for making the correct decisions when selling your business. This guide contains ...

M&A Express:
Tax Planning

M&A Express, Planning

Timing is everything! Take advantage of CGE ... while it lasts and keep more of what you have. Learn tips on how to reduce your taxes and reduce your business risk. Start looking now ...

M&A Express:
Retirement Planning

M&A Express, Planning

Is your business becoming your identity and are you losing your sense of self? Your values and priorities matter! Do a self checkup. Worried about the transition...

Forward Thinking:
2.0 Update

Planning

Updated insights for managing change and forward thinking strategies for success.

M&A Express:
Readiness is Everything

M&A Express, Planning

Do you Have an accurate "flight plan" where checklists and forward thinking matter? Learn how to unlock greater profitability and ...