Small Business Owner Selling Business
Our hypothetical scenarios are based on our years of experience helping small business owners and are designed to help you understand how we would engage with specific scenarios when given the opportunity. Maybe you own a small business and are looking to sell to fund your retirement. We can help design a holistic plan for the strategic use of equity.
Is Your Situation Similar?
Hypothetical Situation:
- Do you have various assets distributed among 401(k), Non-Qualified Investments, Private Equity, and Investment Real Estate?
- Maybe you have no formal estate plan.
- Maybe current investment strategies don’t align with the client’s objective to generate consistent retirement income.
We Start with a Unique Solution Designed for You
- We would develop a comprehensive list of all assets, liabilities, and income sources.
- Develop a holistic financial plan used to evaluate various scenarios.
- Plus, identify the impact of using proceeds from the sale of your business to pay off existing debt versus investing profits.
We Build and Work with Strong Teams
We would consult with a Tax and Estate Planning Attorney to develop a comprehensive estate plan.
- Conduct an insurance needs analysis to identify gaps in coverage as well as applicable strategies.
- Develop an investment strategy to meet the following objectives:
- Generate consistent retirement income to complement other sources of income
- Minimize taxes associated with generating retirement income
- Limit exposure to asset classes based on current and forecasted Capital Markets
Defining Success for You and Your Family
We have a passion for helping our clients work toward their individual goals and personal definitions of success. In the case of selling a business, objectives might look something like this:
- A reduction of overall risk in the investment portfolio to meet stated investment objectives and risk profile.
- Redirected future retirement savings into vehicles that would provide tax-free earnings and distributions.
- Development of a comprehensive estate plan to meet stated objectives
- Quarterly reviews to discuss and monitor the financial plan, as well as any necessary changes to investment strategies.
Sound Like You?
Our goal with these hypothetical scenarios is to give you a perspective on how we might address any given solution. Every situation is different and is uniquely addressed. If you would like to talk with our team about how we might help you, contact our team today. We look forward to serving your interests and family.
About Us
Founded in 2015, our independent firm is here to help you feel confident in your choices and live your ideal life.
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We take a holistic, thorough approach, starting with getting to know you. Let us help you make confident decisions.
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