Business exit planning
Most owners have most of their wealth in one company. We plan the sale, the taxes and the life after it, with your attorney and banker.
Everything in the engagement,written down.
Readiness review and value drivers
Sale structure and tax impact
Pre-sale estate and gifting moves
Liquidity plan for the proceeds
Coordination with M&A advisors
Is this for you?
Prepare the company, the owner and the family for a sale or succession.
From first callto a written plan.
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Decisions our clients made,and what they changed.
Founder, multi-location dental groupA dental group owner prepares for a $14M sale
Physician couple, both 54Two physicians bring retirement forward by four years
Family-owned manufacturer, $22M revenueA manufacturer turns a cash squeeze into a credit line
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.