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 | Oct 27, 2025 | business sale, exit planning
Exit Planning Isn’t Just for Those Ready to Sell. It’s a smart, strategic process every business owner should engage in — no matter where you are on your journey. When done early, exit planning becomes more than a plan to leave your business. It becomes a roadmap for...
by LutzMBG | Aug 21, 2025 | business sale, exit planning
Selling Your Business? Here's How to Navigate Buyer Meetings Like a Pro: Legend has it John Wayne once said, “Talk low, talk slow, and don’t say too much.” That advice works just as well in a buyer meeting as it did in a saloon. When it’s time to present your...
by LutzMBG | Jul 21, 2025 | business sale, exit planning
Chasing The Perfect Buyer Might Quietly Kill Your Deal When you’re preparing to sell your business, it’s natural to want the stars to align. You’ve built something meaningful, and you want to pass it on to someone who gets it. But here’s the catch: being too...
by LutzMBG | Jul 7, 2025 | business sale, exit planning
Why a Business Broker Matters Selling your business is personal. It’s emotional, it’s complex, and for many business owners, it’s unfamiliar territory. A professional business broker brings deep, specialized knowledge of the sales process that most owners don’t...