Are You Anticipating A Sale Or Liquidity Event?

The sale of your business will be the most important financial decision of your life.  It also happens to be something most people only go through once.  It can be a daunting challenge to navigate through on your own.  Our team is seasoned in this area and have helped many clients transition through a sale.  We've seen how it can go right and more importantly, learned how to avoid the most costly mistakes.

​When selling a capital asset, you'll owe taxes on the appreciation of that asset.  If you are selling a business you've started from scratch, the subsequent capital gains taxes can drastically eat away at the final amount you receive.

Fortunately, with proper tax and estate planning prior to the close of the transaction, there are steps you can take to reduce this amount and in some cases, drastically reduce the amount of taxes owed and save hundreds of thousands if not millions of dollars.​  Once a transaction has been completed, however, it is usually too late.  So if you are considering selling your business or have received offers on your business, click below to setup a 15 minute introductory call with one of our advisors:

Not Ready To Sell Yet?

Odds are if you run a successful business, you're already in a good financial position.  We can help by checking the granular details to make sure nothing is falling through the cracks.  If you'd like to chat with us, click here.  We work with you to ensure that you are not missing any opportunities to reduce your taxes or improve your investments.
  • Does the corporate retirement plan you have in place allow for advanced tax strategies?
  • Are you taking full advantage of what's offered in your plan?
  • How can you increase your cash flow?
  • Are you taking advantage of all the tax deductions available to you?
  • Are your investments positioned appropriately?
  • Should you have a trust?  If so, what type and how should it be structured?

​If you're not quite ready for an initial consultation, please check out our Financial Blog for the answers to these questions and more!

Let Us Help Build Your Team

As a client of ours, we begin by working with you to identify any issues that need to be resolved. The greatest recipe for success is surrounding yourself with a team of experts.  If your team is missing a key player, we help you round out the roster.

​Whether you need to establish a trust or have your company valued, we'll refer you to our vast network of trusted advisors who are experts in their respective fields and have done great work for our clients in the past.
  • Mergers & Acquisitions Attorneys
  • Corporate CPAs
  • Business Valuation Services
  • Providers of Capital
    • Angel Investors, Private Equity Firms, Middle Market Investment Banks, Family Offices
  • Marketing Specialists
  • Web Developers
  • Estate Attorneys
  • Executive Coaching Services
  • Payroll and HR Specialists