Estate Planning and Business Planning Go Hand-in-Hand

Some businesses fail to survive after the death, incapacity, or retirement of the controlling family members. Family business founders must balance the challenges of running any business with those related to family dynamics. Many of these challenges may be addressed by a cohesive approach to transition planning and estate planning, culminating in an exit strategy.

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.

The Four Key Qualities of a Great Business Broker

When I think about my own 35 years as a business broker, not only in what I’ve accomplished in collaboration with Sabre Capital’s partners and clients, but also in the many other business broker colleagues whom I admire, I see some common denominators of success.