transaction planning for
owners and entrepreneurs
Pre-Transaction Planning for Business Owners and Entrepreneurs
As a business owner, not having an exit plan can result in significant risks and leave you unfulfilled post exit professionally and personally. Without a Pre-Transaction Plan (PTP), you could miss out on maximizing exit value, minimizing tax consequences, taking advantage of estate planning strategies, and identifying generational wealth planning opportunities for your family.
complimentary PTP readiness assessment » »
30%
of family businesses transition to the second generation and only 12% to the third generation
75%
of business owners profoundly regret selling after 12 months (without a plan)
80%
of businesses that are put on the market do not sell
Strategic Partnership
Working with a strategic resource well in advance of a desired selling point can dramatically improve the likelihood of a business owner achieving a successful outcome.
Being business owners and entrepreneurs ourselves, we understand the discipline, balance, and resolve it requires to build a successful enterprise.
Our approach is comprehensive. We understand the importance of purpose and intentionality around what a post exit life looks like.
We understand wealth planning and recognize the unique leverage it can have on an entrepreneur's financial picture.
Entrepreneurial Approach
We have worked with and counseled entrepreneurs for over 25 years. We monitor and track our own enterprise value and know exactly what levers create the most impact.
Investment Advisors
As advisors, we know how personal and business financials intersect. We also understand valuation and the levers available to maximize your business value at exit.
Are you prepared to exit or sell your business?
Connect with us today to receive your complimentary Pre-Transaction Planning readiness assessment.