by LutzMBG | Aug 31, 2026 | Sell Your Business
Beyond the Purchase Price: What Sellers Really Receive Two offers with the same headline number can create very different outcomes for a business owner. A $5 million offer is not necessarily a $5 million outcome. When business owners think about a sale, the...
by LutzMBG | Aug 7, 2026 | business sale, exit planning, Plan Your Exit
A business sale is not something you squeeze in between your final board meeting and retirement. Yet many owners wait until they are tired, ready for something new, or eager to step away before seriously considering a sale. That’s when timing becomes a problem....
by LutzMBG | Jun 15, 2026 | Advisor Insights, business sale
A privately held business may be a client’s largest asset.Understanding its value can change the entire financial planning conversation. For many business owners, their company represents a significant portion of their net worth and future financial security. It may...
by LutzMBG | May 14, 2026 | Advisor Insights, business sale
Most business sales don’t begin with a decision; they begin with a question. Often, the owner first raises that question in a conversation with a financial advisor, CPA, or wealth manager; not yet as a clear plan, but as a possibility. In this article, we cover the...
by LutzMBG | Apr 9, 2026 | business sale, Understand Buyers
Deals don’t fall apart overnight. They lose momentum well before the business goes to market. That’s why preparation is everything. In a well-managed transaction, an advisor anticipates questions early, before they have a chance to disrupt the process. When a...