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Business Exit Strategy
Actionable exit planning and valuation strategies for small to mid market business owners. Learn how to maximize your company’s value, navigate third-party sales or internal transitions, and successfully protect your wealth as you prepare for your next chapter.
How Can I Transfer My Business to My Kids If They Can’t Afford to Buy Me Out?
Want to transfer your business to your kids but they can’t afford to buy you out? Learn how a stock redemption may help fund family business succession.
Kendall Maccagnan
Oct 16 min read
Family Limited Partnerships for Business Owners: How an FLP Can Help Transfer a Family Business
Learn how Family Limited Partnerships can help business owners transfer ownership to family, retain control, and plan for taxes and succession.
Kendall Maccagnan
Sep 306 min read
How to Clean Up Your Business Books Before a Sale: 8 Steps for Business Owners
Preparing to sell your business? Learn 8 steps to clean up your books, improve financial reporting, and prepare for buyer due diligence before a sale.
Kendall Maccagnan
Sep 246 min read
Asset Sale vs. Stock Sale: How Sellers Can Negotiate a Better Deal
Learn the difference between an asset sale and a stock sale, how each can affect taxes, and what Tampa Bay business owners should consider before selling.
Kendall Maccagnan
Sep 235 min read
Selling Your Company? Your Entity Choice Determines Your After Tax Payout
Learn how an LLC, S corporation, C corporation, or sole proprietorship may affect your future business sale, taxes, and exit strategy. A guide for Tampa business owners.
Kendall Maccagnan
Sep 176 min read
How Should Business Owners Build Wealth Outside Their Business?
Learn how business owners can build wealth outside their business through diversification, retirement accounts, taxable investing, and intentional cash flow planning.
Kendall Maccagnan
Sep 167 min read
Florida Business Exit Planning: Tax and Financial Considerations Before Selling Your Business
Plan your Florida business exit with tax, valuation, and financial considerations that can help you understand what you may actually keep from a future sale.
Kendall Maccagnan
Sep 108 min read
Selling Your Trade Business to Private Equity: What Owners Need to Know
Learn what HVAC, plumbing, and electrical business owners should understand before selling to private equity, including valuation, rollover equity, earnouts, due diligence, taxes, and life after the sale.
Kendall Maccagnan
Aug 137 min read
The Five Year Exit Plan for HVAC, Plumbing, and Electrical Business Owners
Learn how HVAC, plumbing, and electrical business owners can prepare for a future sale with a practical five year exit planning roadmap
Kendall Maccagnan
Aug 127 min read
How Much Is Your HVAC, Plumbing, or Electrical Business Worth?
How HVAC, plumbing, and electrical businesses are valued, including SDE vs. EBITDA, what drives value, and what buyers look for before making an offer.
Kendall Maccagnan
Aug 56 min read
SDE vs EBITDA: Why Buyers May See Your Business Differently
Learn the difference between SDE and EBITDA, and why the one that applies to you depends on your size, structure, and how dependent the business is on the owner. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida SDE (Seller’s Discretionary Earnings) and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) are both earnings metrics used to value a business. SDE adds back the owner’s full compensation and is generally used for smaller b
Kendall Maccagnan
Jul 85 min read
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