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Business Owners & Exit Planning

For owners planning a sale: business valuation, understanding your multiple, the wealth gap, the advisors you need, owner retirement plans, QSBS, and avoiding shiny-object syndrome. Anchored by the Building Value series; the topic hub is the SEO landing page and the series route stays as the ordered seven-part guide. Links to the Business Owners audience.

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Everything on business owners & exit planning

Video

Building Value #7: Shiny Object Syndrome

In this Building Value episode, Presilium examines shiny object syndrome, the tendency for business owners to chase every new opportunity at the expense of focus. It explains how scattered attention can dilute enterprise value and why disciplined prioritization around core strengths builds a more valuable, more sellable company.

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Video

Building Value #6: Qualified Small Business Stock Exclusion

In this Building Value episode, Presilium explains the Qualified Small Business Stock (QSBS) exclusion under Section 1202, which can allow eligible founders and early shareholders to exclude a substantial portion of capital gains from federal tax when they sell. It covers eligibility basics and why owners should plan for it early.

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Video

Building Value #5: The Right Retirement Plan

In this Building Value episode, Presilium helps business owners choose the right retirement plan for their company. It compares options such as SEP IRAs, 401(k)s, and cash balance plans, weighing tax savings, contribution limits, and employee benefits to match the plan to the owner's goals and stage of business.

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Video

Building Value #4: The Advisors You Need

In this Building Value episode, Presilium explains the transition team a business owner needs for a successful sale. It covers the key advisors, including investment bankers or M&A advisors, attorneys, tax specialists, and a wealth manager, and how coordinating them early protects value and proceeds during an exit.

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Video

Building Value #3: Determining Your Wealth Gap

Episode 3 of Building Value explains the wealth gap: the difference between the assets you have today and the amount you'll need from your business sale to fund the life you want after exit. Quantifying this gap early shows how much value you still need to build before selling.

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Video

Building Value #2: What’s Your Multiple?

Episode 2 of Building Value explains the valuation multiple: the figure applied to your earnings to estimate what your business is worth. Understanding what drives your multiple, and how to improve it, is central to growing transferable business value before an exit.

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Video

Building Value #1: How much is your business worth?

Episode 1 of Building Value introduces business valuation: how owners can estimate what their company is actually worth and why that number is the foundation of any exit or succession plan. Knowing your value early reveals the gap between today's business and your future goals.

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News and Insights

FAs Weigh In: Should the Family Business Stay in the Family?

In this press feature, Presilium CEO Jerry Davidse discusses how advisors help family business owners decide whether to keep a business in the family or sell to an outside partner. He notes Presilium has guided both successful generational transfers and outside sales, facilitating the conversations that lead to the right decision.

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