Where We Help
Selling a Business
We can work with you to provide excellent financial advice to ensure the sale of your business accomplishes your specific goals and objectives.
Financial Planning for the Sale of a Business
Is it time for you to sell your business? If so, you might want to consider speaking with a qualified financial advisor – one that has experience with the financial workings and all the ins and outs of selling a business.
You worked hard, built up a great business and now it’s time to transition out of that business into retirement or a new venture. Your accountant has it set up to pay the least tax possible and your lawyer has made sure it’s all legal.
But, does this sale work with your overall financial plan? All the proceeds will likely go into your holding company, but how do you set that up properly and use it to fund your retirement?
Are these proceeds going to be enough cash flow for the next stage of life? Often, business owners will run everything through the company and have a hard time trying to decide how much personal income they actually need in retirement.
We can work with you to provide excellent financial advice to ensure the sale of your business accomplishes your specific goals and objectives and that you understand how that money will be managed once the business is sold.