Exit planning, Succession planning or Transition planning?

We know. Its hard to keep up with so many terms. What are the differences between exit planning, succession planning, and transition planning? There is no right answer, but here’s how we keep the terms straight.     Succession Planning Succession planning is a process for identifying and developing new people to assume leadership positions.…

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Fast Growing B2B CFO

B2B CFO® is back in the news as a three-time repeat winner of the Inc.  500/5000 award for fast growing companies.  Additionally, our new Exit Strategy Handbook is flying off the shelves at Amazon.  Please see our full-page ad (below) in the current Inc. Special Report “Meet America’s Hottest Entrepreneurial Superstars”    

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Succession Planning For Dummies

I am seeing a lot of succession planning experts in the news, seminars, blogs etc. these days.  And rightfully so.  As noted in my prior blog, somewhere between 8 and 10 million small U.S. businesses owned by baby-boomers will come to market over the next ten to fifteen years.  These statistics suggest a looming and…

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