Selling A Business
Structuring Wealth for a Confident Retirement
The Challenge
Successfully transitioning into retirement requires a well-structured financial plan to ensure long-term security and lifestyle sustainability. Business owners preparing to sell must determine the right sale price, manage post-sale liquidity, and establish a reliable income strategy. Without careful planning, there is a risk of undervaluing the business, miscalculating future financial needs, or lacking a cohesive strategy that aligns wealth with personal and legacy goals.
Our Approach
- Develop a Personal CFO strategy to model financial security post-sale.
- Design multiple sale price scenarios to establish an optimal financial target.
- Calculate the minimum after-tax proceeds needed to sustain lifestyle goals.
- Implement a Torpedo Proofing™ strategy to safeguard wealth against financial disruptions.
- Create a tax-efficient approach for estimated payments and structured portfolio withdrawals.
The Strategic Outcome: Confidence in Retirement and Wealth Security
A structured wealth strategy will provide clarity and confidence throughout the business sale and retirement transition. A thorough understanding of financial targets will allow for informed negotiations, securing a deal that aligns with long-term goals. With a well-executed investment plan—including Tranches of Income to replace business earnings—financial security, stability, and peace of mind will be ensured for the future.