For most owners, the business is the single largest piece of their wealth. The structure you put in place early can be worth more than the offer itself.
Schedule a Strategy SessionWe bring M and A level thinking to the largest transaction of your life: valuation, deal structure, buyer negotiation, and the years before a sale. The difference between an asset sale and a stock sale alone can move the outcome significantly.
The worst time to plan a business sale is after you already have a buyer. The free resources at the U.S. Small Business Administration are a reasonable starting point, but the real leverage is in the multi-year coordination, which ties directly to your tax strategy and retirement plan.
Multi-year tax optimization that keeps more of what you earn working for your family.
Systematic, research-driven portfolios built to pursue your goals and manage the drawdowns.
Engineered, tax-efficient income so you can spend with confidence.
Pass wealth, and your intentions, to the next generation with less lost to tax.
One coordinated plan across today, 2, 5, and 10 years.
Ideally three to five years before you intend to sell. The highest-value moves, entity structuring, maximizing pre-sale retirement contributions, and building a defensible valuation, all take time. Planning that starts after you have a buyer leaves most of the opportunity on the table.
In an asset sale the buyer purchases specific assets of the business; in a stock sale they buy the ownership entity. They are taxed very differently and shift different risks between buyer and seller. The IRS summarizes the basics of selling a business here, and which structure is better depends entirely on your situation.
No. We work alongside your attorney and CPA, bringing the financial and tax-strategy lens and making sure the transaction is coordinated with your personal wealth plan. The best outcomes come from that team working together early.
Yes. For most owners the exit is the moment the largest asset converts into the capital that funds the rest of life. We coordinate the deal with your personal tax, investment, and estate plan so the proceeds actually serve your goals. See our approach for business owners.
Schedule your complimentary Impact Call. We will talk about what you are actually solving for, and whether we can help you get there.
Schedule Your Impact CallOr call (317) 969-7499