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Selling a Business
Guidance Through a Major Transition
Clear Guidance For The Business Sale And What Comes After
Selling a business is often one of the most significant life events a business owner experiences, bringing both financial and personal change. We help owners think through the next steps and how sale proceeds can support long-term priorities beyond the transaction.
Our role is to bring structure to time-sensitive decisions, including understanding business value, planning for potential tax implications, and coordinating with your legal and tax advisors so the process remains organized and aligned with your broader wealth management plan.
How We Help
We provide steady guidance through the selling a business process, helping business owners stay focused on priorities while coordinating key financial decisions and professional relationships.
We help clarify an exit strategy, including timing, desired outcomes, and continued involvement, so the business sale supports long-term financial goals.
When appropriate, we coordinate with a qualified business valuation expert to help you understand current market value and how buyer perspective, asking price, and market conditions may affect negotiations.
We help you get financially organized and work with your CPA or finance team so financial records and financial statements are ready for buyer due diligence and review.
We coordinate with your attorney on legal documents related to the selling process, including sales agreements, confidentiality agreements, and non disclosure agreements, keeping financial and legal considerations aligned.
We help business owners evaluate how key employees, employment agreements, and institutional knowledge affect business continuity during ownership transition.
When co-owners or other stakeholders are involved, we support clear communication around decision points, payment terms, and expectations throughout the selling process.
What Happens After the Sale
Selling a business does not end at closing. Once ownership transfers and payment is received, new financial and personal decisions often follow quickly. We help clients stay focused on what comes next so proceeds and priorities remain aligned.
After selling a business, owners may receive a significant amount of cash or staged payments. We help clients think through cash management and how proceeds fit into the broader financial plan.
Selling your business often brings a shift in purpose and priorities. We help clients reassess goals and plan for what comes next, whether that involves retirement, a new venture, or more flexibility.
Some sales include continued involvement, training a new owner, or obligations within a sales agreement. We help clients stay organized around these commitments and expectations.
As life changes after the sale, we help update the plan so assets, income, and long-term security remain aligned.
A Fiduciary Approach to Selling a Business
As an independent advisory firm, we provide objective guidance for business owners selling a business. While we do not offer legal or tax advice, we coordinate with your tax adviser, attorney, business broker, and other professionals so sale decisions and proceeds planning remain aligned with your broader financial plan.
Preparing for What’s Next
After a business sale, new questions often arise around cash management, investing proceeds, and long-term financial security. We help clients revisit priorities, update their plan, and move forward with clarity as the next chapter begins.
Contact our team to begin the conversation.
