Your business is likely your largest asset, and its value on exit depends less on what you built than on how the transfer is engineered. Taxes, timing, and buyer readiness can swing the after-tax proceeds by hundreds of thousands of dollars.
The questions we answer with you
- What is the business actually worth — and what specific changes would raise that number before a sale?
- Who takes over? Family, key employees, or an outside buyer — each path has different financing, tax, and emotional mechanics.
- How is the deal structured? Asset vs. stock sale, installment terms, earn-outs — structure often matters more than price.
- How do we minimize the tax bite? The gap between a well-planned and unplanned exit is measured in six figures.
- What happens if the exit chooses you? Disability and death contingencies, funded and documented, so your family is never negotiating from weakness.
The best succession plans are started five years before they're needed. The second-best are started today.