by LutzMBG | Aug 7, 2026 | business sale, exit planning
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 | business sale, business valuation, exit planning
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 | business sale, exit planning
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
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...
by LutzMBG | Jan 30, 2026 | business acquisition, business sale
Deals don’t stall because buyers lose interest. They stall because something makes moving forward less safe. That shift is quiet.And it’s often misread. What a Slowdown Really Signals When a deal begins to lose momentum, the surface explanations are familiar....