Plan your exit. Plan your life.

Preparing for your business transition should begin years in advance. Our team has a disciplined process of asking questions and gathering all the facts and emotional drivers that can impact the early-stage groundwork you need to do as the selling process moves forward.

Early planning is key
The more financial planning you do in advance of the sale—or even before an offer to buy is made—the better your foundation for all the steps that follow. Let’s work together on:

• Assessing your post-sale cash flow and spending needs. We’ll test for different scenarios,
• Developing a consistent tax minimization strategy for the proceeds
• Helping preserve your assets for the long-term or new ventures

Guidance from the experts will be key at this time
As Private Wealth Advisors, we have extensive access to a diverse team of experts, each with their own role and expertise in the selling process. We may recommend a valuation specialist, investment banker, CPA, attorney and planning analysts. We’ll also connect with your personal attorneys, accountants and others to align our recommendations.

Control what you can. Know what you can’t.
Your business is personal—you built it, own it and now you’re letting it go. The selling process is not only complex, it’s often emotional. Giving up control may not be something you’re used to. We can help you stay focused on the company’s day-to-day financial well-being by coordinating with you and the professional team on the many details and to facilitate a smooth transaction.

Building a company was one of the biggest investments of your life. What’s next for you and your family? We believe there’s so much ahead—more financial, personal and professional decisions to make. Life post-sale will be different, but full of possibilities. Our team will work with you to explore your ideas, your dreams and the issues you may need to address.