Customized Financial and Business Transition Strategies
We partner with business owners with revenue between $1 million – $20 million per year to answer their big transition questions like
Sale Proceeds
I want to continue living my lifestyle. How much money do I need from the sale? Can I sell to family or employees at a discount? What if the business value is less than what I need?
Grow Value
I want to maximize the company value and sale price. What can I do to grow value? How much investment and time are required to sell for more?
Sale Options
There are many options for selling the company. Which align with my goals and priorities? Which give me the best financial opportunities without jeopardizing my values.
My Role
I want to change how I spend time in the business. How can I focus on what I want? How can I realign my role and spend more time on high-value activities that I enjoy?
Taxes
Keeping as much of the sale proceeds is important. How can I pay less tax on the sale and in future years? What are the pros and cons of each tax reduction strategy?
Income Changes
How I make money is going to change in a major way. What’s the best way to fund my lifestyle after the sale? What does this mean for my goals and my vision for the future?
Family
I want my family to benefit from my success. What can I do for them now when they need it? How can I leave a meaningful financial legacy and minimize taxes on it?
Investment Strategy
The business sale is one of the largest transactions of my life. How can I strategically invest the proceeds to provide income, grow over time and minimize taxes?
Real Estate
Real estate plays a major role in my business and financial life. How does the business sale impact my real estate? What comes next for my real estate strategy?