Succeeding in Succession

Are you thinking of selling your business?
Do you know what a buyer is willing to pay?
Maybe you've already received an offer, but you don't know if it's fair.

You're not alone.

60% of business owners have not gotten very far with their succession plans, and 1 in 3 are actively looking for comprehensive wealth management.

As a business owner, your retirement might depend on it and you may have lots of questions:

• What is my business worth, and what price will I get?
• How do I find the right buyers?
• How do I keep the sales process confidential?
• How much will I have left after taxes?
• Will I have enough to retire?

Our team specializes in working with established business owners who want to sell their business in 5 to 10 years, and we provide:

• Guidance in the pre-sale years to maximize profit and appeal to prospective buyers;
• Assistance with the sale of the business; and
• Holistic planning for your retirement.

We want to learn more about your business, and would love to share the best practices that have helped your peers take control of their succession plans and look forward to retirement.