http://www.midmarketplace.com Action Step 9 - As the owner of a privately held business, your company represents your biggest and most important asset. First, understand that as the owner of a privately held business, you have two key roles -- CEO and shareholder. As CEO, your job is to make the best decisions for the business. As shareholder, your job is to make the best decisions about your investment. When it comes time to plan for the best transfer of the business, these two roles often do not coincide. Effective business transfer planning must therefore take into account the differing needs of each role. daily 1 2005-12-16T17:46:45Z http://www.midmarketplace.com/Members/wedbushcapital Wedbush Capital Partners is a $120 million private equity fund that focuses on recapitalizations, growth investments, and management-led buyouts of lower middle-market companies. We acquire and build growing companies headquartered in the Western U.S. that have revenues of at least $10 are profitable at the time of the investment. Our preferred initial investment is $2 to $10 million of equity. Since 1980, we have invested in more than 75 companies in industries including consumer products and services, business and financial services and niche manufacturing. Wedbush Capital Partners is an affiliate of Wedbush Morgan Securities, a leading NYSE investment bank with offices across the Western U.S. No publisher Deborah Snyder Action Step: 9 Business Transfer Action Step: 7 Plan for Succession Expert Type: Private Equity Action Step: 6 Secure Financing 2007-12-28T17:37:00Z Folder http://www.midmarketplace.com/resources/articles/plonearticlemultipage.2005-12-04.5187519304 For financial planning to be effective, planners must be able to help clients identify their financial goals, develop strategies that will promote the realization of those goals, and ultimately execute tactics to achieve the goals. Understanding the linkage between transfer motives and business values empowers planners to help clients develop and execute their financial plans. This knowledge also enables planners to leverage existing skills, which creates value for the client and the planner. No publisher robslee Copyright 2004 by the Financial Planning Association, all rights reserved. Reprinted with permission from the Journal of Financial Planning/June 2004. Action Step: 9 Business Transfer 2006-02-02T05:17:56Z Multipage article http://www.midmarketplace.com/resources/links/amaa-alliance-of-merger-acquistion-advisors The Alliance of Merger & Acquisition Advisors (AM&AA) is the premiere national organization serving the educational and resource needs of the M&A profession. Its 350+ members are M&A professionals providing intermediary and transaction support services. Most of the members have a CPA, MBA, JD or similar advanced education or an equivalent certification. No publisher thealliance Action Step: 9 Business Transfer Action Step: 6 Secure Financing 2007-04-05T19:15:49Z Link http://www.midmarketplace.com/solutions/business-information-subscriptions/the-m-a-marketplace The mergers and acquistions industry is highly fragmented and somewhat chaotic. No publisher thealliance Action Step: 9 Business Transfer 2006-02-09T16:19:17Z Page http://www.midmarketplace.com/resources/articles/plonearticlemultipage.2006-09-28.9657210347 Starting your own business is a daunting task. An entrepreneur invests time, sweat and money to build a business that has no guarantee of ever turning a profit. As a business owner myself, I understand that the time and attention an owner dedicates to growing and nurturing a company can easily be compared to a parent raising a child. Therefore selling a company that you founded or have owned for a long time is an emotional process comparable to watching your child leave for college. Many business owners, especially small business owners, are unprepared when the time comes to sell their business. While business owners are skilled at operating their own company, most have not sold a company before and are therefore often overwhelmed by the whole process. This article will outline the various reasons why small business owners sell their businesses, identify goals that owners seek to achieve in an exit, and describe the types of exit alternatives available to small business owners. No publisher thealliance Action Step: 9 Business Transfer 2006-09-28T15:35:57Z Multipage article http://www.midmarketplace.com/Members/ryurick No publisher ryurick Action Step: 9 Business Transfer Action Step: 2 Evaluate Business Action Step: 1 Identify Needs Expert Type: M&A Intermediary 2007-07-21T17:38:11Z Folder http://www.midmarketplace.com/resources/books/plonearticle.2006-02-22.4121581140 Most of us forget that economists created corporate finance in the 1960’s to explain the financial behavior of large public companies. Since that time, business students have been taught finance as if only public companies exist in the market. In fact, more than 99% of the companies in the United States are privately held. Finally, someone has focused on the financial needs of the private company owner. No publisher Robert T. Slee Action Step: 9 Business Transfer 2006-11-02T22:43:07Z Article http://www.midmarketplace.com/resources/presentations/slee-s-video-presentation.rtf July, 2005 presentation for the Alliance for Corporate Wealth No publisher robslee Action Step: 9 Business Transfer Expert Type: Investment Banker 2006-05-12T21:38:16Z File