Addressing Your Unique NeedsIs your business your largest asset? Are you both financially and emotionally invested in your business? Have you thought about Succession Planning?
We help business owners understand the issues of a transition to the next generation or sale of their business.
Clients appreciate seeing well-developed plans in place to ease the stress of how these things will effect long range retirement, estate and wealth transfer planning.
And, keeping lifestyle and quality-of-life objectives in mind, we'll address income taxes, cash flow and retirement income needs, as well as post sale / transition investment strategy.
Liquidity EventsTo help entrepreneurs and business owners meet lifestyle and future new business purchase, we help them prepare for a liquidity event with specific planning to:
- Help minimize income taxes
- Determine post transaction cash flow
- Propose transactional structures
- Implement post-transaction investment strategies