GUIDING BUSINESS OWNERS with a tailored plan

Running your business takes up an extraordinary amount of your time and attention. This is the owner’s dilemma – to be so focused on the brushstrokes that you don’t have the chance to see the bigger picture. That’s where our experienced team comes into play. We gather all the details of your business and personal objectives, analyze them, and help you take a strategic approach to maximizing what you’ve built.

Having a team to guide you in the years before your retirement is especially crucial. Timing is everything, so the more time you have for exit planning, the better. There’s a lot to think about, from deal structure to how you picture the next chapter. Whether your goals are to maximize business value or minimize taxes, we can help you put a plan in place. Collaborating with business valuation specialists, wealth strategists, tax professionals and investment banks experienced in middle-market mergers and acquisitions, we will design a custom strategy for your path forward.

Case study

Making a strategic exit

Ben wanted to sell his stake in his company, but the more he thought about it, the more concerned he became about the income tax on gains from the sale. Above all, he wanted to exit on his own terms and secure his legacy in the community. Working with Ben’s CPA and attorney, we would design a strategic exit plan informed by his vision for the next chapter in life. We might also suggest converting some of his company shares into charitable contributions to meet his dual objectives of giving back to the community and mitigating taxes.

Read a guide for the exiting entrepreneur

The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary.