You’re preparing to sell a business you’ve built over decades, and you want to walk into negotiations and the next chapter of your life with clarity and confidence.
Our team works with business owners before, during and after a sale to help them prepare financially, evaluate offers, understand the tax impact, and create a plan for managing their assets once the deal closes.
Case Study
Mark, age 62, owns a regional contracting company he built from the ground up. A private equity group approached him with interest in buying the business. The offer has potential, but the structure, tax implications, and timing feel overwhelming. Mark wants to make a smart, well-negotiated deal and create a plan to handle the proceeds so he can slow down, support his family, and fund future philanthropic goals.
| Challenges | Solutions |
| How do I know if the offer is fair and structured in my best interest? | We review the full deal structure, evaluate the up-front payment and earn-out terms, and coordinate with your CPA and attorney so you understand the financial impact of every option. |
| What is the tax impact of selling my business? | We analyze projected tax liabilities, explore strategies to manage them, and help you plan ahead for withholding, estimated payments, and opportunities for tax-efficient charitable planning. |
| How will this sale affect my long-term financial plan? | We build a full planning model that integrates the sale proceeds, your income needs, retirement goals, legacy intentions, and risk tolerance so you can see how different choices affect your long-term outlook. |
| What should I do with the proceeds once the deal closes? | We create an investment framework that balances income, growth, and liquidity. We focus on protecting what you’ve built while supporting your lifestyle, taxes, and future goals. |
| How do I make sure my family is protected after the sale? | We coordinate with your estate planning attorney to review your existing documents, beneficiaries, trusts, and gifting strategies to ensure the proceeds are aligned with your intentions. |
| What happens if market conditions shift right after my sale? | Using our planning tools, we run a range of market scenarios to help you understand potential outcomes and guide your investment approach with steady, long-term discipline. |
| Who helps me manage everything once the deal is done? | We become your long-term advisory partner — helping you manage liquidity events, distributions, charitable planning, investment allocations, and ongoing tax strategies each year. |
This case study is hypothetical and for discussion purposes only. It is not intended to represent any specific return, yield, or investment. Individual experiences referenced above may not reflect the future experience of any client. The planning process discussed may not be appropriate for your personal situation, even if it is similar to the example presented. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal.
