Services - Business Valuations


The Turning Point

Selling your business is a major turning point on the path to retirement, so predicting the sale price and determining the strategy that will maximize it, are integral parts of your retirement plan.

We help you evaluate the upcoming transaction, determine the type of sale (sale of assets vs. shares) while minimizing tax during the transition, so that you can retain more of the wealth from the transaction. You can have a vision of retirement that is not only clearer, but that also includes your original objectives.

Questions we help answer:

  • How will you sell your business?
  • How is a buyer going to value your business?
  • Do you have a business valuation specialist?
  • Is it the right time to sell?
  • Can you cope with the changes on the horizon?