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  • Foundation Wealth Strategies
    1745 S Naperville Rd Ste 101 Wheaton, IL 60189-5898 T: 630.690.5443 F: 630.690.5472
    Map and Directions Map and Directions
Foundation Wealth StrategiesFoundation Wealth Strategies

Developing a comprehensive picture of your business

Developing a comprehensive picture of your business

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

During this significant emotional and financial event, it’s imperative to have someone by your side carefully reviewing the deal and keeping your best interests in mind as you cede control of something you’ve tended to for years. You’ll also need to factor in how the proceeds will fit into your overall financial and retirement income plan – in the most tax-efficient way possible.

We can work with you to properly value your business, create a succession plan designed to maximize its financial potential, and address the details essential to all parties concerned. Alongside other professionals such as your tax professional and attorney, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business. Together, we ensure your interests are well represented as you transition out of your business and move on to the next stage of your life.

  • Getting Ready
    Regardless of how you are passing on the business, you may need at least two to three years to fully prepare your business for new leadership if you are not planning to continue in a leadership role. We understand that there are many moving parts to a business deal and can provide you with guidance to ensure things go as smoothly and profitably as possible.
  • Searching for a Match
    Whether you’ve decided it’s time for a full or partial sale or are merely starting the search for the successor of your business, we help you take the steps necessary to determine who you would feel comfortable taking on the business.
  • Making the Transition
    We understand that financing details are crucial when it’s time to transition out of your business, particularly if you’re looking for the proceeds to provide added cash flow in retirement. When it’s time, we work with you, the buyer and your team to reach a deal everyone can agree on.

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Always here for you
Foundation Wealth StrategiesFoundation Wealth Strategies
  • 1745 S Naperville Rd Ste 101 Wheaton, IL 60189-5898
  • T 630.690.5443
  • F 630.690.5472
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Foundation Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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