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Exit Planning Articles by John F. Dini, CBEC, CExP, CEPA

John F. Dini, CBEC, CExP, CEPA
President, MPN Incorporated

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John F. Dini develops transition and succession strategies that allow business owners to exit their companies on their own schedule, with the proceeds they seek and complete control over the process. He takes a coaching approach to client engagements, focusing on helping owners of companies with $1M to $250M in revenue achieve both their desired lifestyles and legacies.
 
 

Recent Articles posted by John F. Dini

Recent Articles posted by John F. Dini

The Transfer Options Many Owners Don't Consider

If you ask most business owners what their exit strategy is, they will tell you they intend to sell the business to a third party. It is the most straightforward-sounding option. Find a buyer, negotiate a price, sign some documents, and walk away with a check. The problem is that it may be the hardest option to execute successfully. According to data from business broker associations, intermediaries fail to sell approximately eighty percent of the businesses they list. When you run the arithmetic on how many businesses are available for sale versus how many buyers exist in any given market, the odds for a typical ... Read more

Every Owner Needs a Continuity Plan

Exit planning conversations tend to focus on the voluntary transition, an owner who decides they are ready to move on, begins preparing the business, and eventually negotiates a sale on favorable terms. That is the version of the story everyone hopes for. It is not always the version they get. In my experience working with business owners, the planned, orderly transitions require considerable anticipation. However, there are any number of the “Dismal Ds” including death, disability, and disease, can create forced transitions that happen on a timeline and under conditions that benefit no one. The business owner who hasn’t anticipated those possibilities is not just ... Read more

What’s Your Business Really Worth? (Probably Not What You Think)

If someone asked you right now what your business is worth, you’d probably answer fast, and with total confidence. That number’s likely made its way into conversations with your banker, onto a personal financial statement, maybe even into a retirement plan your financial advisor put together. Here’s the uncomfortable part: there’s a good chance that number is off by 50% or more. That’s not a knock on you. It’s just that most owners have never had access to the information needed to value their business accurately. If your retirement plan is built on a made-up number, the whole plan is distorted. Your Business Might Be ... Read more

Layers of Disclosure:
A Business Owner’s Guide to Sharing Information in a Sale

 If you’re selling a privately held business, disclosure is rarely just a matter of completing a checklist. It’s more like managing a series of “layers” that unfold over time. The timing, depth, and framing of what you share can affect how buyers value your company, how much leverage you retain at the negotiating table, and often overlooked how stable your business remains while the transaction is moving forward. A practical way to think about disclosure is this: you should expand what you share only as the buyer becomes more committed, receives greater legal protections, and the deal becomes more certain. In other words, disclosure should ... Read more

The 3% Problem in Advisory Work: A Guide for Business Owners

 As a business owner, you belong to a unique group that makes up only 3% of the population. Yet, many advisors treat you like any other client—using the same approaches they apply to executives, professionals, or retirees. This is a fundamental misunderstanding that can impact your business and personal goals. Why You’re More Than Just an Asset You are not simply a high-income individual with concentrated wealth. Your business is not just an investment; it’s an integral part of your identity, your livelihood, and your daily purpose. It is the source of your authority, reputation, and even your personal satisfaction. Navigating Identity, Not Just Assets ... Read more

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