Owners & Advisors · Exit Preparation
The Six D's: Why the Number Has to Exist Before the Event Does
Death, disability, divorce, disagreement, distress — and now Disruption. Half of exits are unplanned; every D rewards the owner whose valuation already exists.
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Advisor · Exit Planning
Using Scenario Planning in Exit Conversations
The meeting playbook: anchor on today's number, hand the client the levers, converge on a ranked value-building plan — and schedule the re-measure.
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Advisor · Insurance & Estate
The Buy-Sell Funding Gap
The agreement was funded at a valuation from years ago; the business grew. The five-step review that surfaces one of the most actionable gaps in owner planning.
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Advisor · Financial Planning
The Largest Asset Isn't in the Plan
The business is 70–80% of your client's net worth — and it's in the plan as a guess. How to integrate a credible value into retirement, estate, and insurance work.
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Advisor · Standards
When to Bring In a Credentialed Appraiser
The boundary between planning-stage valuation and formal appraisal — drawn clearly, with the situations that demand an ABV/ASA/CVA and how the two instruments sequence.
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