Get the Most out of Planning for Transition by Bruce Stevens: Family Business Magazine
Retirement Satisfaction Statistics, by Jim Stauder “How to Plan and Sell a Business”
The Upside of Downsizing, – Merrill Lynch Newsletter, May 2014
Vital retirement lessons from the 1950s, CBS Money Watch, May 2014
Time to Think About Your Psychological Portfolio, American Psychological Assocation
Helping Clients Manage Their Time in Retirement, by Veronica Dagher – Wall Street Journal
Advice for Menino,by Boris Groysberg and Robin Abrahams – Havard Business Review
Investing So You Can Work In Retirement,by John Coughlin at MIT AgeLab
How much money do you really need to retire?, by Robert Stammers – MarketWatch/Wall Street Journal
The Dark Side of Retirement, by Manfred F. R. Kets de Vries, Harvard Business Review
Acquisitions – Buying the Right Target, by Ian Smith of The Portfolio Partnership
Leadership Transition: An Invitation to Transformation, by Bob Anderson of The Leadership Circle
The Surprising Reason Why Owners Avoid Succession Planning Strategies, by Rock LaManna Jan 2014
What Is The State Of Exit Planning?, by Josh Patrick Dec 2013
Training to Be Old – by Claudi Deutch – NY Times April 2007
The Second Tier of Management: Your Key to Freedom, David Hill of Business Nexus. Oct. 2013
The Exit Quandry: What To Do When The Family Transition Plan Blows Up, by David Hill of Business Nexus. Nov. 2013
How Social Security keeps divorcées and widows in the dark about their benefits – PBS Newshour blog Oct 2013
Introducing the retirement commune, by Sally Abrahms (Boston Globe Magazine June 30, 2013)
9 trends for 2013 in PE and Investment Banking, pdf prepared by Axial Market
Family Business — Your Most Important Issue — Successfully Passing It On! Forbes article by Karl Moroe
“5 Ways to Prepare Your Business Before You Sell It”, by Roger Murphy
Lessons I Learned In My Writing Class, by Josh Patrick
Are ESOP’s really more complicated than other ways to sell or exit your business?, by Craig West
Before Passing Along Valuables, Passing Along Values, by Robert Powell, Retirement Weekly and MarketWatch (Wasll Street Journal)
“Retirement, Recessions, and Older Small Business Owners”, by Tami Gurley-Calvez, Kandice Kapinos, and Donald Bruce, prepared for the US Small Business Administration
When Should The Company Founder Step Down?, by Ian Smith
Entrepreneuers say “Selling your business is an emotional rollercoaster, and life-changing event. Take the time to do it right” – study prepared for Newport Private Wealth in Canada
Seller’s Guide: How to Sell a business, by BCMS advisors
How Market Strategies created an Effective Succession Planning Strategy – by Erik Cassanno – Smart Business | sbnonline.com
To Sell a Business or Not Sell a Business, by Dave Kauppi – The Exit Strategist (2012)
The Idea Hunter – Book review by Chris Bond of Murphy Business
Sell a Company – How is the Selling Price Detemined?, by Dave Kauppi – “The Exit Strategist” (pdf)
‘The Economy Stole My Retirement’ – Wall Street Journal Aug 2012
Business Buyers Negotiating Tactics – a Cautionary Tale – Dave Kauppi, The Exit Strategist at Mid Market Capital, August 2012
How to choose an M&A Advisory firm – Tony Brown, SuperTrac Advisors, July 2012
What Wasn’t Passed On, by Mary Beth Caschetta, New York Times: Modern Love, December 11, 2011.
Life after an Exit: How Entrepreneurs Transition to the Next Stage, Nine case studies of the transition paths of highly successful busines owners, by Columbia School of Business and Credit Suisse, 2012
The Offer to Buys a Business depends on the Many Characteristics, by Dave Kauppi – The Exit Strategist – May 2012
Banking Woes: Is Your Bank asking or forcing you to find another lender? (June 2011) Vince Shunksy
Beyond the Bottom Line – 80% of businesses create no economic value for their owners or our country (Aug 2011) by Vince Shunsky
National Middle Market Survey: where private business owners stand (data are from 2011) – GE and Fisher College of Business at Ohio State University
Reaching the Summit and Returning Safely, Caleb J. Callahan, CFP, et al:
Selling Your Business – Groom or Hire Your Successor, by Dave Kauppi – The Exit Strategist, April 2012
Transition Means Change – by Wayne Vanwyck, The Achievement Centre
7 Myths That Advisors Have With Private Business Owners, by Josh Patrick, Stage2 Planning Partners (pdf)
Buy Sell Agreement: Missed Opportunity to Tee up the Exit, by Dan Guglielmo, JD (pdf)
Minority Shareholder Rights – upon Exit – Exit Strategies for Minority Shareholders in Private Companies (Today’s CPA- Texas)
The Nun Study: How one scientist and 678 sisters are helping unlock the secrets of Alzheimer’s Disease, by Michael D. Lemonick and Alice Park Mankato; Time Magazine – May 18, 2001x
