Selling a Business

Building a business is hard work, long hours, and it’s expensive. We know because we’re a family-owned business, too. Your business is your “baby” and it’s incredibly difficult to let go and move on to the next chapter in your life. When you decide that it’s time to part ways, you face a multitude of questions and challenges.

  • What is your business really worth?
  • How do you structure the sale of the business in the most tax-efficient manner possible?
  • Do you have enough money from the business sale in order to move on to that next chapter?

Just like every family needs a retirement plan, positioning your business and its ownership structure for transition and sale requires the construction of a comprehensive business succession plan. We provide a team approach, working with you and your consultants, tax professionals, and attorneys, to ensure your family legacy and vision of retirement are maximized.

What’s My “Risk Number?”

Does your retirement portfolio match your long term goals. How much risk are you really taking?

 

Free Portfolio Risk Analysis

Start Your Plan Today

Whether you’re planning for retirement, managing a life transition, or concerned about the longevity of your retirement nest egg, we’re here to help.

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