Launch. Grow. Exit your business.
Your business
Your business
72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.
Planning for the life of your business
Planning for the life of your business
Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.
And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.
You’re 3 years away from exiting
You’re 3 years away from exiting
- Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
- Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
- Build the right pre-sale advisory team, including an investment banker, attorney and CPA
- Explore gift and estate strategies to help maximize net proceeds from a sale
Learn more
