Your business may be the single most valuable asset you own. We believe that it's worth your time and effort to exit your business by design rather than by default.
If you are a small business owner, your business may be the most valuable asset you own. The value of your business and monetization of such value is enormously consequential to your ability to meet your retirement and estate planning goals. The net amount you receive from selling your business can directly impact what you can and can't afford in retirement and how much you can leave to your heirs.
Your Concerns
You are the founder and owner of a successful business. You've paid your dues and are enjoying the fruits of your labor.
You also feel that now is the right time to start planning for cashing out and moving on from your business. That it's time for you to start working on your business, not just in your business, and plan for your life beyond business ownership. You may be wondering:
Perhaps you feel that it will be years before you even begin to consider leaving your business. But if someone shows up at your door today and offers to buy your business, is your business prepared to receive its full value (price)? Preparing a business for sale takes several years if you want to sell it when you want, for the money you need, and to the person you choose. So the best time to start preparing is when you don't need to sell it. |
How We Help
Given the inseparable and intertwined relationship between your personal and business goals, we holistically integrate personal financial planning and business exit planning by taking a deep dive into your business to help prepare for sale in the context of your overall financial plan.
On a personal level, we address your financial planning needs such as:
Your business may be the most valuable (and most consequential) asset to meet your personal financial goals. Working with outside professionals and experts, we help prepare your business for sale at a price congruent with your goals.
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Articulating your goals in alignment with people and values that matter most to you helps you gain clarity and focus in the planning process. We help you do all that and plan for your future.
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Preserving and realizing the value of your business can impact your ability to meet your retirement and estate planning goals. We help you with various aspects of exiting your business.
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Walking away from your business doesn't have to mean retirement, but simply a relaunch of your life in style. We help you manage your life and finances after you walk away from your business.
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