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

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

Making Your Business Attractive to Buyers

Let’s talk about enhancing value and maximizing the return for family business owners. To get the most money and get the most people interested in buying your business, you need to plan in advance. This is where we do our best work on the planning side of our business, setting up owners for greater success, months and years ahead of the actual exit transaction.

business broker, exit strategy, Sabre Capital, selling your businessTrip HolmesApril 24, 2019selling your business, investment banking, business consulting, enhancing business value, exit strategy, exit transaction, Trip Holmes, Sabre Capital, succession planning, marketplace differentiator, business fundamentals, recurring revenue

2019 Is Your Year! Transitioning Your Family Business to the Next Generation

This year should be unprecedented with regard to the number of Baby Boomer business owners, both in small businesses and the middle market, looking to move on to retirement. There are a variety of factors that have converged to make this seller’s market one of the better ones we’ve seen in the modern era, but it can’t last much longer.

selling your business, exit strategyTrip HolmesJanuary 16, 2019family businesses, family business owners, middle market family owned businesses, financial consulting, Baby Boomer business owners, business owner retirement, exit strategy, selling your business to your children, applicable federal rate, IRS, AFR, seller's market, non-family buyer, succession planning