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In The News

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FORBES · JULY 23, 2026

Why systems, clean financials, and less owner dependence can make a business easier to sell.

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MEDIUM · JUNE 17, 2025

A practical look at how business owners actually transition out of ownership.

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DUEDILIO · JUNE 10, 2026

The most common reasons business sales fail and what sellers can do differently.

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FORBES · APRIL 22, 2026

How to build a business that is more transferable and attractive to buyers.

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FISART · APRIL 15, 2026

Why many owners never sell and how preparation can improve future exit options.

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GOD BLESS RETIREMENT ·
JULY 19, 2025

Eight common issues that can derail a business sale before closing.

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BIZBE · MARCH 15, 2026 

A practical guide to preparing, valuing, and selling a business before retirement.

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TRANSWORLD BUSINESS ADVISORS · JANUARY 20, 2026

Why pricing, financial records, and owner dependence can prevent a successful sale.

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U.S. CHAMBER OF COMMERCE ·
MAY, 2025 

 Key business risks that can affect long-term stability, growth, and future value.

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FORBES · APRIL 9, 2025

Why owner dependence and weak financial systems can make a business difficult to sell.

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U.S. NEWS & WORLD REPORT · SEPTEMBER 27, 2024

An overview of strategies designed to create more predictable retirement income.

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BUSINESS INSIDER ·
SEPTEMBER 18, 2024

An explanation of how deferred annuities work and the role they can play in retirement income.

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HORIZON M&A ADVISORS 

Three recurring reasons businesses fail to sell, and what owners can do to avoid them.

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TRINITY COLLEGE

A broad guide to the financial and lifestyle considerations involved in retirement.

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FEDERAL RESERVE BANK OF CHICAGO · JUNE 2020

Explores alternative succession options for owners preparing to leave their businesses.

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Beat the odds

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Sell Successfully

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Retire Epic-ly

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