The Need For a Succession & Sale Strategy 

Most business owners - and this includes farmers, especially those preparing their farm holdings for succession or sale - agree that founding their enterprise was the most important financial decision they ever made. They also agree that the second most important decision was exiting it. Why?

Using Divestible Assets

As a business owner, the advantage of using the divestible assets held within a company to ensure a carefree retirement can be huge – in terms of wealth preservation, tax savings, family financial security, and personal peace of mind.

Few business owners – as few as 10% – have a written business succession or sale plan. If you are one of the 90% without either, we have a suggestion to make. Talk to us. The discussion is without charge or obligation, and the results might surprise you. We have rarely reviewed a business succession or sale plan that can’t be materially improved.

We have helped dozens of businesses maximize their corporate assets, organize their company for sale to a third party, transfer it to family members, or structure a management buy-out.

You have worked hard to create a business legacy. Call us today at 519-747-5541 to have a coffee to start the discussion on how to preserve, protect and maximize the value of what you’ve taken so much time and effort to build.