Business exit and succession planning takes forethought and strategy— but you don’t have to do this alone. This is one of the few times in your business owner journey that you are rewarded for taking risk off the table.
A business sale or succession plan can have tax implications, especially capital gains. Our team can help you structure a sale that reflects your hard work and honors the vision of your business.
Business owners often have their personal finances and business finances separate from one another—and that’s a good thing. However, we’ll help you align your business finances and personal finances so they can work together to drive you toward your goals.
Succession planning helps secure the next chapter for you and the business. Whether you want to grow or exit, you can seize more opportunities with the proper plan.
Our team can work with your tax and/or legal advisers to help you plan your exit and support you in a way that honors your hard work, risks, and sacrifices.
Good “exit” planning is good business planning—period. Whether you are considering continuity, succession, or exit, our team is here to help.
Yes, you can leave your business to your children if you want them to run it after you retire or pass away. Our team cannot draft the legal documents that you will need for your estate plan, but we can work with your estate planning attorney to create a strategy that encapsulates your full financial picture.
Yes, we can help you structure the sale of your business and provide a strategy for the sale. You will also need other professionals to help you sell your business, including a business broker and an accountant.
