Selling A Business
Navigating a Business Sale with Confidence
The Challenge
Selling a business involves more than securing the highest price—it requires ensuring long-term financial security and sustaining a desired quality of life post-sale. Without a clear understanding of wealth sustainability, business owners risk entering negotiations unprepared, leading to uncertainty about future financial needs. Knowing the minimum after-tax proceeds required to maintain their lifestyle is critical for making informed decisions and securing financial independence.
Our Approach
- Conduct comprehensive wealth planning to assess post-sale financial security.
- Model multiple “what-if” scenarios to evaluate various sale price outcomes.
- Determine the minimum required proceeds to sustain long-term retirement goals.
- Develop a tax-efficient strategy to allocate funds for estimated future payments.
- Structure portfolio withdrawals to seamlessly replace previous business income.
The Strategic Outcome: A Confident Transition into Retirement
Armed with a structured wealth strategy, business owners will enter negotiations with clarity, securing a deal that aligns with both lifestyle and financial goals. A well-defined plan will provide confidence, ensuring a smooth transition into retirement. With a carefully managed portfolio designed to sustain financial stability, long-term security and peace of mind will be maintained well into the future.