Business Succession Planning & Exit Strategy
When you decide to sell your business, you face many questions and challenges: What is my business really worth? How do I structure the sale of the business, from both a legal and financial perspective? What is my tax liability and how do I minimize it? Do I have enough money from the business sale to retire?
The sale of a business requires the close coordination of your financial advisors. We serve as your “financial quarterback,” coordinating with your CPA, attorney and insurance professional to ensure your business value is maximized. Through collaboration, you win.
Finally, we help you create a financial plan that will enable you to maintain your lifestyle after the sale of your business. With 25 years of experience in counseling business owners, and as business owners ourselves, we can help you formulate a practical succession plan for your business.