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7 Practical Questions to Ask Before You Exit Your Business

Posted by Celene Robert to Business Advice, Mergers & Acquisitions, Startup Tips

The decision to exit your business is one of the most important and emotionally charged decisions you’ll ever make. Indeed, it’s a life-altering decision—both for your life and the lives of the people who work for you. It means stepping away from the company you’ve built, thought about, and toiled over for years. And it can change not just your day-to-day routine, but your entire conception of self.

Most importantly, exiting your business can leave you rich. I’m talking rich-rich. The filthy, stinking kind.

But in order to walk away with the wealth you deserve, you’ll have to strategize carefully and deliberately. Exit planning isn’t something you can put off and hope to figure out when the time comes. To maximize your exit, you need to anticipate and solve potential problems in advance.

Whether you intend to leave your company in a few months, years, or decades, here are a few practical exit planning questions to consider right now:

Exit Planning: The Art and Science of Valuations

Posted by Celene Robert to Business Advice, Mergers & Acquisitions, Startup Tips

It probably won’t happen today or tomorrow, but at some point, you’ll leave your company. Ideally, you’ll walk away wealthy—or at least wealthier than you are right now—ready to dive into retirement, the launch of your next business, the beginning of your career as an investor, or whatever the next stage of your life holds.

But exits don’t always happen the way we hope and dream they will. There are unavoidable crises, downturns, and other economic realities to contend with. Companies fail; in fact, fewer than half of small businesses in the US survive beyond a decade.

5 Ways Bad Financial Data Can Cost You During Funding

Posted by Celene Robert to Investment, Business Advice, Funding, Mergers & Acquisitions


If there’s one four-letter word on the mind of every investor, it’s “risk.”

While virtually all investment opportunities involve some level of uncertainty, the people and organizations who eventually invest in your company—be they bank lenders, venture capitalists, or your friends and family—are the ones who are confident they have minimized their risk. Sure, they want to feel excited about an opportunity, but what they’re ultimately looking for is a safe bet.

How can you ensure that the company you’ve built poses the least amount of risk to investors possible? The answer is in your books.

How Acquiring tempCFO Helps inDinero Offer More Startup Expertise

Posted by Indinero to Inside inDinero, Mergers & Acquisitions

True or False?: Every business needs a Chief Financial Officer (CFO).

Answer: True, every business needs CFO- or Controller-level insights but not necessarily full-time.

It’s clear why a later-stage operation would need a CFO—with growth comes complexity, but a brand new startup can also benefit greatly from some time with a CFO as they set up their business. Right off the bat, this can help them understand how their industry, business model, entity type, financing options, or team of founders might affect their finances at a long-term, holistic level. After that, they might not speak to a CFO for a few years or until a round of debt financing, for example.

With tempCFO joining the team, inDinero is making it possible for every business owner to work directly with a team of highly trained and experienced financial experts for less than what it might cost to hire a bookkeeper.

Understanding Your Exit Strategy With These 4 Popular Options

Posted by Melissa Hollis to Business Advice, Business, Mergers & Acquisitions

Feel like you’ve seen a lot of content around here recently about selling your business? You’re not imagining things. We’ve been writing a three-part series on mergers and acquisitions.

If you’re a regular inDinero blog reader, you’ve learned which signs indicate that you and your organization might be ready for a merger or acquisition (part 1), as well as the indispensable role of an accountant during the sale of your business (part 2). You may even feel ready to embark on the next phase.


But first, let’s zoom out for a moment and address a few pivotal questions about what’s ahead:

Selling Your Business? How Your Accountant Can Help

Posted by Melissa Hollis to Accounting, Business, Mergers & Acquisitions

Let’s say you’ve decided to sell your business. After determining that your company is fit to be offered for sale, your team is ready, and you’re mentally prepared for the months ahead, you have four primary objectives:

  1. Make as much profit as possible,
  2. as quickly as possible,
  3. while saving money and
  4. keeping the deal secure and problem-free.

On paper, it seems simple. Straightforward. In reality, mergers and acquisitions (M&A) are anything but. From pricing your business and finding a buyer to conducting due diligence and drafting contracts, the road ahead is laden with obstacles of serious financial weight. As a seller, you’ll probably never engage in a larger deal at any other point over the course of your life.

Doing it yourself is not an option: you need to have the right accounting partner by your side. Take a look at the major facets of an accountant’s role during M&A to understand exactly why.