Every business owner will eventually face the question of succession. Most assume there will be plenty of time to figure it out later because the business is running well and retirement may still feel years away. One of the most common challenges is timing. Succession...
Insights & News
Handling Passive-Aggressive Behavior at Work
At Adamy, we talk often about how an intentional culture helps build lasting value. Clear communication, trust, and mutual respect aren’t just “soft” ideas, they directly shape how teams operate, how decisions get made, and how organizations perform over time. Even in...
Culture: The Silent Deal Killer – How Communication Can Save Your Ownership Transition
In planning for ownership transitions, financial, legal, and other technical factors tend to get most of the attention. But the long-term value of your business depends on something harder to measure: its culture and how effectively its leaders connect with your...
The Emotional Side of Exit Planning
Your Business is Ready for a New Owner, But Are You? My dad once told me, "Nobody says on their deathbed, 'I wish I had spent more time at work." So, why do so many business owners hang on long after they could comfortably retire? For many of us (myself included),...
Designing a Business That Runs Without You
How Owner Independence Separates Those Who Own Their Business from Those Whose Business Owns Them Many business owners share a similar story. The business performs well, clients are loyal, but the owner remains at the center of every key relationship, decision, and...
A Graceful Goodbye
You’ve spent years, maybe decades, building and growing your business. You’ve weathered recessions, built processes and teams, and grown something with lasting value. This article is written to show you that it is possible to make a graceful exit, and that one size...
ESOPs for Professional Service Firms
For over 150 years, the dominant model of ownership for professional service firms had been the partnership. It had a good run, but its time has passed. For accountants, lawyers, architects, engineers, investment bankers, and countless niche professionals, even...
Laying the Foundation for a Contractor’s Exit
Construction is a cornerstone of America, as are the individuals who devote their careers to this vital profession. In an industry characterized by fragmentation, high turnover, and volatility, the exit options for a business owner are often limited. Proactive...
Manufacturing Wealth to Retire Comfortably
Employee stock ownership plans, or “ESOPs”, come in all shapes and sizes. There is no definition of a company or an industry that makes a perfect candidate for an ESOP. However, naturally there are industries where an ESOP makes sense for both the business and the...
Common Pitfalls to Avoid When Selling Your Business
Trial and error can be a great way to learn, especially when making errors. The more painful the error, the stronger the lesson sticks. Since most business owners get one, maybe two opportunities to sell a business in their lifetime, trial and error isn’t an option....
Tariffs, Taxes, and Timely Transfers: Estate Planning in a Shifting Economy
Introduction The evolving global economic climate, marked by the resurgence of protectionist trade policies, has reintroduced uncertainty into the commercial environment. Among these policies, tariffs have emerged as a disruptive force—affecting operational...
Dear Buyer – A Sincere Letter From Your Buy-Side Consultant
Dear Buyer, If you're anything like me, you love a good deal: “BOGO”, “50% off”, “final sale”, “clearance”, “all must go.” What comes to mind when you see these discount signs? I usually think one of two things: This is a great deal, and I should buy it; or What is...
