The Professional 50

The West Coast's Elite Business Transition Professionals

Transitions Blog

Professional 50

Welcome to the Professional 50 Blog!

You’ll find insights, new ideas and helpful strategies related to business transitions. You’ll get advice related to external sales, internal sales, building business value, tax strategies, and much, much more!

Business Plan
WHAT’S IN YOUR BUSINESS PLAN?
Wealth Management Success
Wealth Management Success Guide for Business Owners
Contingency Planning
Successions: Is Contingency Planning Enough?
New Owner Mistakes
3 Common Mistakes a New Owner Needs to Avoid
Strategic Planning
Strategic Planning for a High Value Sale Price for a Business
The Cost of Inaction
The Cost of Inaction
Taxes
Congressional Committee Issues Late-Night Tax Proposal
Exploring a Sale
What to know before exploring a sale in 2021
You Just Sold Your Business
You Just Sold Your Business…What Should You Do with the Cash?
Safety Net
A Safety Net for your 1031 Exchange
Checkboxes
The 5 Most Common Successor Development Mistakes
Teamwork
Protecting Value with the Right Planning Partners
Selecting a Business Broker to Sell Your Company in 2021
Boxing Gloves
Every Owner Has a Plan Until…
Time & Money
The Art of Deferring Taxes in a Sale
Stepping Back
How to Navigate Staying in Your Business While Stepping Back
Selling a Business
Buyer Demand for Businesses Robust Today & into the Foreseeable Future
Selling Your Business
Planning on Selling Your Business? Think Again…
5 Strategies for Successor Development
5 Strategies for Effective Successor Development
Mergers and Acquisitions
Growing by Acquisition or Merger
Institutionalized Customers
Institutionalized Customers – The True Value of Your Business
Tax Options
Tax Options on The Sale of Your Business or Real Estate
Deal Making
Strategies for M&A Deal Making in a COVID-19 World
Trouble
When Your 1031 Exchange is in Trouble
Higher Value
Sales Diversification – A Key to Higher Business Value
Knowledge Transfer
Knowledge Transfer is Essential
Family Bank
Keep It in the Family: Family Bank
Gifting
Family Gifting Plan
Business Value
Maximize the VALUE of your company—reduce RISK!
Successors
How to Choose a Successor
Should Tariffs Hurt Your Customers?
Podcast
Business Succession Insights Podcasts
Developing Your Own Successor is Nearly Impossible