Exit planning is an important part of every private company advisor’s practice. You can benefit from joining a good network. But what should you look

This discussion focuses on a relatively new category of tools designed for lower middle market companies: automated business valuation software. Products we’ll discuss include BizEquity,

Don’t miss this great discussion of the best value building methodologies among seasoned advisors who regularly work with clients in the lower/middle market to build

Advisor Stories It’s an indication of the maturity of our movement that there are now a number of certifications available in exit planning and related