How do you prepare personally and financially for a successful business exit?
Not only do we focus on the readiness of the business, but we emphasize personal readiness when going through a business transition. What net proceeds figure do you need to sustain the rest of your life? Working together, as you transition in life or seek out new opportunities, we will help make key financial decisions much simpler.
Pre-liquidity planning. Beginning as early as possible, our process starts with critical pre-liquidity planning all the way through execution and closing. Prior to the transaction, we help you develop a personalized strategy to maximize the value of this event so you can confidently pursue your life goals post-sale.
Estate planning strategies. We will look at how the sale aligns with your personal estate planning goals and help to find opportunities to lower future estate tax burdens.
Tax planning strategies. Working with your CPA or tax professional to identify the right strategy can make a significant difference in the proceeds you take home from the sale.
Philanthropy. We‘ll help you see how the sale might enable you to have a greater impact on the philanthropic causes that are meaningful to you and your family. Considering the right charitable vehicle, we will help you assess if a donor-advised fund or charitable remainder trust to generate an income tax deduction is right for you and your goals.
Post-liquidity wealth management. The right post-sale wealth management strategy can help you make a successful transition to the next phase of your wealth management journey. To help inform our recommendations about deal structure, valuation opportunities and tax considerations, we’ll coordinate with our network of both third-party and UBS experts in:
- Trusts and estate planning strategies
- Private equity and debt financing
- Family governance and education
Multigenerational planning
