CenterPoint Business Advisors provides business consulting, valuation & brokerage services throughout New England. We specialize in converting our client's business assets into cash within an Exit Planning Framework. Call us today to set up your no-obligation consultation.
Successful Exit Planning & Your Advisory Team
By Raymond C. Pucci, CBI

Raymond C. Pucci is a Business Advisor at CenterPoint's Lexington, MA office. Raymond holds a Certified Business Intermediary (CBI) designation from the International Business Brokers Association. He is a member of the New England Business Brokers Association, is a licensed real estate broker in MA and has earned an MBA from Boston College Carroll Graduate School of Management.

ray@cpointadvisors.com

While every business owner must face the day when they exit their business, our human DNA contains a delay-and-hold gene that often causes us to put off the inevitable. However, much like death and taxes, all businesses will some day be either transferred—or closed.

Having a strategic exit plan and a professional advisory team enables the business owner to benefit through:

  • Increased financial proceeds from the business transfer

  • Decreased chances of a business transfer failure

  • Minimized tax obligations

This article explores the key steps in planning for the eventual transfer of what is most likely your largest asset.
 

>>Read the entire article here.

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What's New at CenterPoint

CenterPoint Welcomes Jennifer Ort

If you've called the office lately, you've probably spoken with the latest addition to the CenterPoint Team, Jennifer Ort. Jennifer joined us early in June as our new Client/Customer Service Representative.

Jennifer brings to CenterPoint an extensive background in mortgage banking, business development and marketing. Please help us welcome the newest member of our Team. jen@cpointadvisors.com

The Price is Right. Or at Least it Should Be!
By OJ Robinson, CBI

OJ Robinson is a Business Advisor at CenterPoint's Littleton, NH office. OJ holds a Certified Business Intermediary (CBI) designation from the International Business Brokers Association. He is a member of the New Hampshire Board of Commercial Realtors (NHCIBOR) and a licensed real estate salesperson in New Hampshire.

oj@cpointadvisors.com


All Sellers want to get as much money as possible for their business. However, it has been my observation that an asking price that is too high can actually reduce the eventual selling price and will cause substantial delay in the process.

This in-depth article explores the 4 primary strategies for sellers who want to get the most out of their businesses and provides a compelling case study.

>>Read the entire article here.

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What Is My Business Worth?
Guest Column By Jeff Boutin


Jeff Boutin is the Principal of The Boutin Financial Group of New Ipswich, NH. His firm specializes in exit planning for business owners, comprehensive financial planning, professional investment management and estate planning.

jeffboutin@boutinassociates.com



For many owners, the answer to one question determines their eagerness and ability to leave their companies: "How much is my business worth?" This question is indeed critical and answering it is the second step of your seven-step Exit Plan.

This article explores the importance of valuing your business as an integral part of an overall Exit Strategy.

>>Read the entire article here.

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Good Links

Working with partnerships, privately held and family businesses to get focused, get control and get growing.
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The Economic Stimulus Act of 2008 contains two provisions that provide tax benefits for businesses.
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