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Tax-Aware Long-Short Strategies (TALS)
Posted by EAA on Sep. 21, 2026 / Subscribe 0
For many successful business owners, the greatest challenge isn't building wealth. It's preserving it after a liquidity event.
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The Delegation Audit: How to Find Out If Your Business Can Run Without You
Posted by EAA on Aug. 25, 2026 / Subscribe 0
Every buyer asks the same question in a different order: what happens to this business if the owner disappears tomorrow?
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Understanding ESOPs: A Tax-Efficient Exit Path for Business Owners
Posted by EAA on Jun. 30, 2026 / Subscribe 0
For many business owners, the question of how to eventually exit their company ranks among the most consequential decisions they will ever face.
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The Next Frontier of Value Creation in M&A and Private Equity
Posted by EAA on Jun. 5, 2026 / Subscribe 0
One area that Investment Banks, M&A advisors, and PE firms may increasingly need to think about during both pre-acquisition and post-acquisition phases is the technology value creation opportunity within portfolio companies.
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Solving the Intangible Problems in Exit Planning
Posted by EAA on Apr. 11, 2026 / Subscribe 0
The hidden gap impacting Exit Planners, M&A professionals, financial professionals, advisors, buyers & sellers
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Business Owners, do you have a Life Plan for After You Sell Your Business?
Posted by EAA on Feb. 4, 2026 / Subscribe 0
According to the Exit Planning Institute, “studies have shown that 75% of owners who exit their business are profoundly unhappy a year after the exit.” Do not be one of them.
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Buyers vs. Tire-Kickers: How to Tell in 3 Questions
Posted by EAA on Jan. 16, 2026 / Subscribe 0
For founders who've spent decades building something of real value, selling is never “just another transaction.” It’s often the most important and emotionally complex business decision of their lives.
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The 5 Key Strategies to Build Better Business Value
Posted by EAA on Sep. 29, 2025 / Subscribe 0
A business owner's most important strategic imperative is to build a strong management team that can operate the business in his/her absence. This step alone will have a major impact on building a transferable business.
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ESOPs: A Strategic Fit for Private Equity and Family Office Holdings
Posted by EAA on Jun. 20, 2025 / Subscribe 0
Employee stock ownership plans (ESOPs) have long been overlooked by private equity (PE) and family offices. But that’s changing—and fast.
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Improving the Odds to Grow and Exit a Business
Posted by EAA on May. 30, 2025 / Subscribe 0
Growing a business is hard. According to Verne Harnish, author of Scaling Up, only 3% of companies ever rise above $1 million in revenue or three employees.
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