#ExitPlanning

Who Actually Owns Your Google Ads Account and Why It Matters for Your Valuation - Tree Ring Digital If your marketing agency owns your Google Ads account, your business valuation is at risk. Learn how to verify ownership and protect your ad data before it costs you.

2 weeks ago

If your marketing agency owns your Google Ads account, you do not own your marketing results. That matters when a buyer asks to verify performance.

Our latest blog covers how to check ownership and what to do about it.

#DigitalAssetProtection #GoogleAds #BusinessValuation #ExitPlanning

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KamyarShah.com

@kamyarshah.bsky.social

3 weeks ago

Business Exit Planning | Operational Preparation Before Sale Business exit planning is a multi-year operational process, not a financial transaction. Learn what changes must happen 3-5 years before a successful sale.

Business Exit Planning | Operational Preparation Before Sale - World Consulting Group www.worldconsultinggroup.com/business-exi... #BusinessExit #ExitPlanning #ExitStrategy #BusinessSale #FounderExit

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Why Most Post-Acquisition Integration Checklists Fall Short on Digital - Tree Ring Digital Most post-acquisition integration checklists miss critical digital assets. Learn what buyers overlook and how to prevent costly gaps after closing a deal.

4 weeks ago

Most post-acquisition integration checklists ask for logins but never verify ownership. That gap costs buyers thousands six months after closing.

Our latest blog covers what gets missed and how to fix it.

#MergersAndAcquisitions #DueDiligence #DigitalAssetProtection #PostAcquisition #ExitPlanning

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Martinka Consulting's Getting the Deal Done Podcast - Tree Ring Digital Paige Wiese on Digital Ownership in M&A: Making Tech Transfers Smooth, Not Scary Paige Wiese, founder of Tree Ring Digital, shares how her background in architecture led her into digital marketing and shaped the way her agency solves real business problems. She explains how Tree Ring Digital helps organizations navigate website projects, marketing strategy, and…

1 month ago

New podcast episode.

Paige Wiese joined Martinka Consulting on Getting the Deal Done to talk digital due diligence in M&A. What buyers and sellers miss, and why it costs more later.

#DigitalDueDiligence #MergersAndAcquisitions #DigitalAssetProtection #ExitPlanning #BusinessOwner #DueDiligence

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Rocky Mountain Employee Ownership Center

@rmeoc.bsky.social

2 months ago

What if your exit plan kept jobs local?
Join our virtual Lunch & Learn: Employee Ownership 101 — Feb 11, 2026, 12–1:30 PM. Save your seat: https://bit.ly/4jWSW51

#EmployeeOwnership #SmallBusiness #ExitPlanning #Colorado #RMEOC #LunchAndLearn

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Rocky Mountain Employee Ownership Center

@rmeoc.bsky.social

2 months ago

What if your exit kept jobs local?
Learn the basics of employee ownership as a smart transition. Feb 11, 12–1:30 PM MT on Zoom.
Register: https://www.rmeoc.org/events/e/?event=28822
#EmployeeOwnership #SmallBusiness #ExitPlanning #Pueblo #SBDC

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Paige Wiese Of Tree Ring Digital On Five Things You Need To Know If You Want To Build, Scale and… Build a business that works without you, even if you plan to stay. That optionality gives you freedom, and it protects you if circumstances…

2 months ago

Sat down with Authority Magazine to share 5 lessons from 75+ M&A transactions. Digital assets are business infrastructure, not IT issues.

Worth a read if you are building toward an exit.

#ExitPlanning #DigitalAssetProtection

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Crimson Cardinal Healthcare Intermediary

@ccrllc.bsky.social

2 months ago

Knowing where the exits are is part of the journey.

#exitplan #exitplanning #dentist #physician #homecareagency #homehealthagency #assistedliving

www.cchealthcareintermediary.com/post/highway...

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Kevin Harrington

@kevinharrington.com

2 months ago

Rightmove's property sales advice applies remarkably well to selling your business. Learn seven key lessons to prepare your SME for a successful exit. #businessexitstrategy #businesssuccession #businessvaluation #exitplanning #sellingyourbusiness #SMEadvice #UKbusinesssales >>> buff.ly/uIiOx1z

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David W. Carr

@davidwcarr.bsky.social

2 months ago

ESOPs Explained: Succession, Legacy, and Employee Ownership with Kelly Finnell What if exiting your business did not mean selling out your people, your culture, or your legacy? In this episode, David Carr sits down with Kelly Finnell, President of EFS ESOP Consultants and one of the nation’s leading experts on Employee Stock Ownership Plans (ESOPs), to unpack how employee ownership can be a powerful succession and liquidity strategy for business owners. With more than 40 years of experience helping founders transition ownership, Kelly breaks down what ESOPs actually are, how they work, and why they are often misunderstood. Together, David and Kelly explore why ESOPs appeal to what Kelly calls “compassionate capitalists” — leaders who want to achieve full fair market value for their business while also protecting employees, preserving culture, and sustaining long-term legacy. The conversation covers how ESOPs differ from private equity and strategic buyers, how tax advantages play a critical role, and why alignment between owners, employees, and performance creates healthier, more resilient organizations. Grounded in real-world case studies across engineering, defense contracting, and professional services, this episode reframes succession planning as a leadership decision — not just a financial transaction. In this episode: - What an ESOP is and how it works in plain language - Why ESOPs are an alternative to private equity and third-party sales - The role of legacy, culture, and stewardship in ownership transitions - How ESOPs align employee motivation with long-term performance - Common myths and misconceptions about ESOPs - What makes a company a strong (or weak) ESOP candidate Links mentioned in this episode: - EFS ESOP Consultants https://www.execfin.com - Kelly Finnell on LinkedIn https://www.linkedin.com/in/esopcoach - The ESOP Coach (book by Kelly Finnell) https://www.esopcoach.com

📣 New Podcast! "ESOPs Explained: Succession, Legacy, and Employee Ownership with Kelly Finnell" on @Spreaker #businessowners #culture #defensecontracting #employeeownership #employees #engineering #esop #exitplanning #founders #governance #leadership #legacy #midmarket #ownership #privateequity

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2 months ago

Joined Melissa Gragg on the Valuation Podcast to discuss digital asset ownership and how disorganized assets slow deals and reduce valuations.

Worth a listen if you advise on exits.

Link to episode: https://smpl.is/agc5x

#DigitalDueDiligence #ExitPlanning

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3 months ago

Great to connect with the EPI Denver Chapter at their holiday networking event.

Exit planning is a team sport.

The best outcomes happen when advisors collaborate.

Events like this strengthen those connections. Thank you EPI Denver.

#ExitPlanning #Denver #Networking

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4 months ago

What happens when a buyer discovers the seller's domain is registered to a former employee? Deals slow down. Valuations drop. I joined Edgar Baum on Raise and Exit to talk digital assets in M&A.

https://smpl.is/af437

#MA #ExitPlanning #DigitalAssetProtection

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4 months ago

You have the password but not ownership. Domain registered under old developer's name. Recovery email you can't access. This gap shows up during exits and acquisitions.

https://smpl.is/aef3y

#DigitalAssetProtection #ExitPlanning

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#SuccessionPlanning #ExitPlanning"

4 months ago

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4 months ago

Register: exit-planning-institute.org/events-detail/webinar-ep...
#ExitPlanning #DigitalAssetProtection #MA

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#SuccessionPlanning #ExitPlanning"

5 months ago

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www.treeringdigital.com/what-is-digital-asset-pr...
#DigitalAssetProtection #ExitPlanning #MA

5 months ago

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5 months ago

Explore how PPLI strategies can help business owners and high-net-worth families grow post-sale wealth, strengthen client relationships, and avoid costly pitfalls.

Secure your spot: exit-planning-institute.org/events-detai...
#wealthstrategies #businessowners #financialplanning #exitplanning #PPLI

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WFS

@wfsmedia.bsky.social

6 months ago

New #TechExits Podcast!
Buyer’s Corner with Ibrahim Abdel Rahim, Managing Partner Moonbase.
He shares what buyers look for, how deals get done & tips for founders preparing for exit.
Listen here 👉 lnkd.in/eMySCuTN
#Podcast #TechMnA #Growth #ExitPlanning #WFSExecEdu

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6 months ago

Join DriveValue.com on October 28 in Orange County for a high-impact Regional Summit designed for business owners ready to build value , strengthen their teams , and secure a lasting legacy.

🔗 Register now: lnkd.in/eTc-ivdk
#DriveValueOC #DriveValueSummit2025 #ExitPlanning #ValueCreation

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6 months ago

Join Brad Barros at the October Chapter Meeting to see how PPLI strategies help business owners & high-net-worth families grow wealth, speed client engagement, and avoid pitfalls.

Register Here:
exit-planning-institute.org/events-detai...

#PPLI #WealthPlanning #LosAngeleschapter #Exitplanning

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6 months ago

Join us for an engaging panel discussion with industry experts David Raygoza and Brett Crowell as they explore the current M&A and private equity landscape.

Register Here: exit-planning-institute.org/events-detai...

#MergersAndAcquisitions #PrivateEquity #exitplanning #LosAngeleschapter

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6 months ago

🍂 Join us for the 2025 EPI Fall Mixer! 🍂
Hosted by the Greater LA & Conejo Valley Chapters, this annual gathering is all about connections, collaboration, and community.
🔗 Register today
exit-planning-institute.org/events-detai...

#EPIFallMixer #networking #exitplanning #GreaterLAEPI #conejovalley

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@eurasianexpo.bsky.social

6 months ago

Thinking about M&A or private equity deals?

Join experts David Raygoza & Brett Crowell share M&A strategies for deal success.

Register Here: exit-planning-institute.org/events-detai...

#MergersAndAcquisitions #PrivateEquity #businesstransactions #valuation #networking #exitplanning

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7 months ago

💼We’re excited to welcome Oleg Denishenko, Founder of New Vision Business Advisors, as a Bronze Sponsor and featured speaker at EurAsian Business Expo 2025!

#EAB2025 #EurAsianExpo #BronzeSponsor #BusinessGrowth #FinancialClarity #ExitPlanning #MergersAndAcquisitions #BusinessAdvisory #DallasEvents

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