Imagine a world where TV channels, multiplex cinemas, and performing arts centers are drama-free. While that world would be boring, one place that should be drama-free is your family business!

family businessTrip HolmesFebruary 21, 2020family business, family drama, succession planning, business planning, exit strategy, transition planning, running a business, middle market family business, leadership structure

Build the Right Team for Your Transition: M&A Requires Specialists

Selling your business will be the biggest transaction of your life, more important than launching your company or anything that happened in-between. Why? Because not only is your exit the culmination of all of your business decisions, it also sets the foundation for your financial well-being in retirement.

family business, exit strategy, business broker, selling your business, Sabre CapitalTrip HolmesFebruary 4, 2020M&A, M&A specialists, M&A advisors, business broker, transaction attorney, due diligence, middle market family business owner, estate attorneys, CPA, accountants, tax accountant, shape your legacy, control your destiny

Advice for Widows: What to Do When Your Business-Owning Spouse Passes Away

As you can imagine, I’ve seen almost every situation over 35 years when it comes to people needing to sell a middle-market family business. I see new reasons all the time, which certainly keeps this business fresh for me year after year. But a situation I see all too often is that of the surviving spouse when a business owner has passed away.

Who Will Buy Your Business?

As an advisor to middle-market family business owners, I routinely help founders plan for their eventual exit and retirement. There are many elements to building and executing on an exit strategy. You need to develop goals that are aligned with those of your estate plan, you need to plan for the growth of your business over time, and you need to develop succession and transition plans as well.

exit strategy, selling your business, family businessTrip HolmesNovember 21, 2019middle-market family-owned businesses, founders, estat plan, next generation family business owners, National Center for the Middle Market, middle market business owners, children of business owners, employee stock ownership program, employee ownership, private equity, individual investors, competitors, exit strategy, business planning, Sabre Capital

Taking Control When Selling Your Business

The last thing you want is to feel this way when you’re looking to exit your business. Selling a business is stressful—it’s one of those high-priority events in our lives, , like getting married, the birth of our children or starting the business. It’s inevitable that these events in our lives all lead to stress, but that doesn’t mean you can’t control it!

family business, exit strategy, business broker, selling your businessTrip HolmesSeptember 26, 2019taking control of selling your business, middle-market family-owned businesses, business planning, exit planning \, exit strategy, succession planning, business bankers, personal bankers, wealth managers, accountant, estate planning attorney, business attorney, Sabre Capital

Four Challenges for Family Businesses and Tips for Solving Them

From overall stability to a strong sense of shared commitment, running or working in a family business has a number of advantages. But anyone who’s been involved with one knows that it’s no cake walk, either. It’s just a fact of life: family-run companies come with a unique set of benefits and challenges.

selling your business, succession planning, family businessTrip HolmesAugust 7, 2019family business, working relationships, succession planning, mergers and acquisitions, Sabre Capital