Exit Planning

When businesses change hands, it’s more than just a financial transaction—it’s the passing of a legacy. Yet, many transitions stumble not over dollars, but over the unseen barrier of knowledge transfer. This article dives deep into the often-overlooked pitfalls of succession planning and reveals how to bridge the knowledge gap for a seamless transition. The Unseen Threat in Succession Planning In the world of business, succession planning is a critical yet challenging process. Consider a small-town manufacturer with 150 employees—a

In the world of mergers and acquisitions (M&A), the traditional playbook hasn’t evolved much. Most firms still focus on hard assets like real estate, equipment, and inventory when evaluating potential acquisitions. However, the modern business landscape has shifted—data, strategy, and institutional knowledge are now some of the most valuable assets a company holds. In fact, these intangible assets are often what drive long-term success post-acquisition. This isn’t limited to tech companies or digital-first businesses. Even in traditional industries like manufacturing,

Last week, I had the pleasure of attending Coffee, Capital & (PE + M&A Focused) Conversations, hosted by TriNet at WeWork during Twin City Startup Week. The panel was truly insightful, featuring Brent Engelbrekt from True North Mergers & Acquisitions, Leah Berend from Marrin Investment Partners, James T. Olsen from Seiler Law, and Michael Polt from Growth Operators. Each of them contributed valuable perspectives on the importance of early preparation and strategic planning for successful transitions. Their expertise really underscored