A business sale is the biggest financial event of most people's lives. We're the firm that shows up before the close, not after.
The window to do this right is narrow.
You've spent years, maybe decades, building your business. The value is real. And now you're thinking about what comes next: a sale, a recapitalization, bringing on a partner, or eventually passing it to the next generation.
The transaction itself is complex enough. But the part most advisors miss is everything around it: the tax structure, the estate implications, what you're going to do with the proceeds, and who you're going to be when the business is no longer the center of your life.
A lot of the most important decisions – entity structure, timing, how you take the consideration – have to be made before the deal closes. Once it's done, most of that flexibility is gone.
A business exit isn't just a financial event.
It's a tax event, a legal event, a family event, and a life event happening simultaneously.
Your M&A attorney is focused on the deal. Your CPA is focused on the return. Your wealth manager is waiting for the wire to clear. Nobody's looking at the whole picture.
The decisions about how to structure the deal, what to do with the business entity beforehand, and how to handle the tax hit are often most impactful if addressed 6–12 months before the close. Most people find out too late.
The sale closes. Suddenly you have liquidity, more than you've ever had, and no framework for what to do with it. Investment decisions get made reactively, not strategically.
We fix all three of those.
We show up early.
Before the term sheet
If you're thinking about a sale, the right time to talk to us is now, not after. We help you think through the financial implications before you're locked in.
Coordinate your advisors
Your CPA, your M&A attorney, your estate planner: we work with all of them. We're the quarterback who makes sure everyone is solving the same problem.
Model the scenarios
Asset sale vs. stock sale. After-tax number under different structures. What your financial picture looks like 5 years post-close. We run the numbers so you decide with clear information.
Plan for the life after
The money is one piece. The life transition is another. Many founders underestimate how much of their identity is tied to the business. We help you think through the full picture.
- Pre-sale entity and tax structure review (with your CPA)
- Estate planning coordination to capture stepped-up basis and other opportunities
- Investment plan for proceeds: liquidity needs, reinvestment strategy, alternatives
- Ongoing wealth management post-close
Let's talk before the close.
Even if a transaction is 12–18 months away, this is a good time to start the conversation. Tell us where you are and what you're thinking, and we'll set up a call.
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